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 | $27,013 | $190,805-85.8% | $159,960-83.1% | $134,475-79.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -24.39% | 552.23%-576.6pp | 408.60%-433.0pp | 417.96%-442.4pp |
| Employer contribution / active EE | $7,245 | $4,995+45.0% | $4,226+71.4% | $4,740+52.9% |
| Participant deferral / active EE | $11,921 | $6,923+72.2% | $6,182+92.8% | $6,400+86.3% |
| Admin fee / account holder | $405 | $10,471-96.1% | $8,698-95.3% | $11,426-96.5% |