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 | $36,012 | $24,730+45.6% | $66,042-45.5% | $84,808-57.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 68.3%+31.7pp |
| Annual return | -2.73% | 79.55%-82.3pp | 52.11%-54.8pp | 40.90%-43.6pp |
| Employer contribution / active EE | $349 | $857-59.3% | $1,579-77.9% | $2,631-86.7% |
| Participant deferral / active EE | $2,057 | $1,737+18.4% | $2,835-27.5% | $4,212-51.2% |
| Admin fee / account holder | $492 | $3,014-83.7% | $5,747-91.4% | $7,344-93.3% |