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 8-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 | $21,972 | $159,602-86.2% | $150,045-85.4% | $142,382-84.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -10.56% | 70.24%-80.8pp | 62.55%-73.1pp | 217.08%-227.6pp |
| Employer contribution / active EE | $2,582 | $4,961-47.9% | $4,693-45.0% | $4,299-39.9% |
| Participant deferral / active EE | $3,152 | $8,310-62.1% | $7,997-60.6% | $6,507-51.6% |
| Admin fee / account holder | $16,801 | $14,846+13.2% | $13,435+25.1% | $12,624+33.1% |