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 | $15,524 | $90,600-82.9% | $79,464-80.5% | $135,375-88.5% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -11.43% | 977.43%-988.9pp | 718.14%-729.6pp | 519.73%-531.2pp |
| Employer contribution / active EE | $2,306 | $3,068-24.8% | $2,800-17.7% | $4,779-51.7% |
| Participant deferral / active EE | $6,290 | $4,050+55.3% | $3,704+69.8% | $5,609+12.1% |
| Admin fee / account holder | $2,571 | $5,907-56.5% | $5,113-49.7% | $10,827-76.3% |