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 5-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 | $34,495 | $214,378-83.9% | $200,582-82.8% | $142,382-75.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -2.42% | 46.41%-48.8pp | 42.33%-44.7pp | 217.08%-219.5pp |
| Employer contribution / active EE | $1,406 | $6,841-79.4% | $6,419-78.1% | $4,299-67.3% |
| Participant deferral / active EE | $13,194 | $9,865+33.7% | $9,331+41.4% | $6,507+102.8% |
| Admin fee / account holder | $75,093 | $17,692+324.4% | $16,305+360.6% | $12,624+494.9% |