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 5-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 | $25,552 | $138,044-81.5% | $125,339-79.6% | $134,475-81.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.31% | 750.33%-772.6pp | 572.05%-594.4pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,606 | $5,243-50.3% | $4,814-45.9% | $4,740-45.0% |
| Participant deferral / active EE | $9,217 | $7,799+18.2% | $7,446+23.8% | $6,400+44.0% |
| Admin fee / account holder | $756 | $11,571-93.5% | $10,010-92.4% | $11,426-93.4% |