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 | $26,120 | $142,344-81.6% | $119,609-78.2% | $134,475-80.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -33.92% | -12.44%-21.5pp | -14.97%-19.0pp | 417.96%-451.9pp |
| Employer contribution / active EE | $3,849 | $5,222-26.3% | $4,232-9.0% | $4,740-18.8% |
| Participant deferral / active EE | $10,258 | $6,469+58.6% | $5,602+83.1% | $6,400+60.3% |
| Admin fee / account holder | $542 | $13,584-96.0% | $10,323-94.7% | $11,426-95.3% |