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 10-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 | $36,254 | $84,695-57.2% | $73,843-50.9% | $125,391-71.1% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | -3.81% | 3123.53%-3127.3pp | 2267.84%-2271.6pp | 282.22%-286.0pp |
| Employer contribution / active EE | $1,171 | $3,123-62.5% | $2,787-58.0% | $4,866-75.9% |
| Participant deferral / active EE | $3,261 | $3,992-18.3% | $3,583-9.0% | $5,352-39.1% |
| Admin fee / account holder | $6,378 | $5,691+12.1% | $4,880+30.7% | $9,540-33.2% |