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 | $27,642 | $138,065-80.0% | $123,544-77.6% | $135,375-79.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.74% | 153.68%-168.4pp | 119.20%-133.9pp | 519.73%-534.5pp |
| Employer contribution / active EE | $3,266 | $5,151-36.6% | $4,628-29.4% | $4,779-31.7% |
| Participant deferral / active EE | $13,250 | $6,799+94.9% | $6,426+106.2% | $5,609+136.2% |
| Admin fee / account holder | $814 | $10,916-92.5% | $9,284-91.2% | $10,827-92.5% |