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 | $52,991 | $96,305-45.0% | $80,569-34.2% | $139,434-62.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -3.44% | 1350.08%-1353.5pp | 935.43%-938.9pp | 372.94%-376.4pp |
| Employer contribution / active EE | $9,752 | $3,262+198.9% | $2,723+258.1% | $4,751+105.3% |
| Participant deferral / active EE | $15,882 | $5,232+203.6% | $4,447+257.1% | $6,710+136.7% |
| Admin fee / account holder | $73,657 | $6,599+1016.3% | $5,377+1269.8% | $11,403+546.0% |