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 | $21,210 | $138,065-84.6% | $123,544-82.8% | $135,375-84.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.34% | 153.68%-164.0pp | 119.20%-129.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $3,135 | $5,151-39.2% | $4,628-32.3% | $4,779-34.4% |
| Participant deferral / active EE | $5,219 | $6,799-23.2% | $6,426-18.8% | $5,609-7.0% |
| Admin fee / account holder | $578 | $10,916-94.7% | $9,284-93.8% | $10,827-94.7% |