See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,236 | $81,632-34.8% | $70,449-24.4% | $158,922-66.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 1.73% | 208.40%-206.7pp | 109.03%-107.3pp | 302.83%-301.1pp |
| Employer contribution / active EE | $2,892 | $3,217-10.1% | $2,737+5.7% | $4,761-39.3% |
| Participant deferral / active EE | $11,642 | $4,554+155.6% | $3,709+213.9% | $5,982+94.6% |
| Admin fee / account holder | $469 | $6,193-92.4% | $3,845-87.8% | $11,246-95.8% |