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 6-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 | $40,121 | $74,888-46.4% | $71,209-43.7% | $142,382-71.8% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | -0.80% | 345.14%-345.9pp | 282.51%-283.3pp | 217.08%-217.9pp |
| Employer contribution / active EE | $1,525 | $2,854-46.6% | $2,721-44.0% | $4,299-64.5% |
| Participant deferral / active EE | $3,968 | $4,454-10.9% | $4,175-5.0% | $6,507-39.0% |
| Admin fee / account holder | $22,327 | $5,568+301.0% | $5,349+317.4% | $12,624+76.9% |