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 | $35,295 | $100,773-65.0% | $88,946-60.3% | $142,382-75.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -25.32% | 70.18%-95.5pp | 57.82%-83.1pp | 217.08%-242.4pp |
| Employer contribution / active EE | $1,438 | $2,918-50.7% | $2,555-43.7% | $4,299-66.6% |
| Participant deferral / active EE | $1,437 | $5,230-72.5% | $4,581-68.6% | $6,507-77.9% |
| Admin fee / account holder | $739 | $9,693-92.4% | $8,261-91.1% | $12,624-94.1% |