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 3-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 | $9,363 | $70,756-86.8% | $65,493-85.7% | $142,382-93.4% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.1%-10.1pp |
| Annual return | -0.58% | 1754.89%-1755.5pp | 982.45%-983.0pp | 217.08%-217.7pp |
| Employer contribution / active EE | $1,502 | $2,881-47.9% | $2,574-41.6% | $4,299-65.1% |
| Participant deferral / active EE | $2,706 | $4,637-41.6% | $3,961-31.7% | $6,507-58.4% |
| Admin fee / account holder | $2,804 | $6,559-57.3% | $5,028-44.2% | $12,624-77.8% |