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 6-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 | $46,801 | $138,044-66.1% | $125,339-62.7% | $134,475-65.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -23.27% | 750.33%-773.6pp | 572.05%-595.3pp | 417.96%-441.2pp |
| Employer contribution / active EE | $11,183 | $5,243+113.3% | $4,814+132.3% | $4,740+135.9% |
| Participant deferral / active EE | $7,904 | $7,799+1.3% | $7,446+6.1% | $6,400+23.5% |
| Admin fee / account holder | $354 | $11,571-96.9% | $10,010-96.5% | $11,426-96.9% |