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 | $16,920 | $100,773-83.2% | $88,946-81.0% | $142,382-88.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -29.52% | 70.18%-99.7pp | 57.82%-87.3pp | 217.08%-246.6pp |
| Employer contribution / active EE | $1,922 | $2,918-34.1% | $2,555-24.8% | $4,299-55.3% |
| Participant deferral / active EE | $4,056 | $5,230-22.5% | $4,581-11.5% | $6,507-37.7% |
| Admin fee / account holder | $2,969 | $9,693-69.4% | $8,261-64.1% | $12,624-76.5% |