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 | $229,000 | $30,400+653.3% | $53,898+324.9% | $84,808+170.0% |
| Participation rate | 79.4% | 46.4%+33.0pp | 55.0%+24.5pp | 68.3%+11.1pp |
| Annual return | 5.12% | 500.19%-495.1pp | 528.60%-523.5pp | 40.90%-35.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,418 | $1,199+185.2% | $1,826+87.2% | $4,212-18.8% |
| Admin fee / account holder | $11,719 | $1,993+487.9% | $2,491+370.5% | $7,344+59.6% |