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 | $61,255 | $167,484-63.4% | $151,611-59.6% | $134,475-54.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -32.43% | 7.80%-40.2pp | 3.33%-35.8pp | 417.96%-450.4pp |
| Employer contribution / active EE | $15,105 | $6,829+121.2% | $6,166+145.0% | $4,740+218.7% |
| Participant deferral / active EE | $3,750 | $8,986-58.3% | $8,363-55.2% | $6,400-41.4% |
| Admin fee / account holder | $30,764 | $13,783+123.2% | $11,616+164.8% | $11,426+169.2% |