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 9-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 | $43,501 | $209,411-79.2% | $178,490-75.6% | $158,922-72.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.26% | 188.75%-188.5pp | 151.07%-150.8pp | 302.83%-302.6pp |
| Employer contribution / active EE | $2,051 | $5,706-64.1% | $5,011-59.1% | $4,761-56.9% |
| Participant deferral / active EE | $3,831 | $5,954-35.7% | $5,202-26.3% | $5,982-36.0% |
| Admin fee / account holder | $10,023 | $17,074-41.3% | $13,984-28.3% | $11,246-10.9% |