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 | $13,662 | $92,703-85.3% | $82,719-83.5% | $134,475-89.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -30.57% | 944.92%-975.5pp | 701.18%-731.7pp | 417.96%-448.5pp |
| Employer contribution / active EE | $1,708 | $3,274-47.8% | $3,009-43.2% | $4,740-64.0% |
| Participant deferral / active EE | $4,123 | $4,802-14.1% | $4,395-6.2% | $6,400-35.6% |
| Admin fee / account holder | $1,040 | $5,983-82.6% | $5,329-80.5% | $11,426-90.9% |