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 8-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 | $18,185 | $92,703-80.4% | $82,719-78.0% | $134,475-86.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.68% | 944.92%-972.6pp | 701.18%-728.9pp | 417.96%-445.6pp |
| Employer contribution / active EE | $1,922 | $3,274-41.3% | $3,009-36.1% | $4,740-59.4% |
| Participant deferral / active EE | $4,854 | $4,802+1.1% | $4,395+10.5% | $6,400-24.1% |
| Admin fee / account holder | $1,366 | $5,983-77.2% | $5,329-74.4% | $11,426-88.0% |