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 10-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 | $29,994 | $91,538-67.2% | $129,995-76.9% | $75,163-60.1% |
| Participation rate | 78.6% | 71.4%+7.1pp | 78.5%+0.1pp | 67.2%+11.4pp |
| Annual return | -10.58% | -631.11%+620.5pp | -137.18%+126.6pp | 160.62%-171.2pp |
| Employer contribution / active EE | $1,704 | $2,845-40.1% | $4,320-60.6% | $2,670-36.2% |
| Participant deferral / active EE | $4,162 | $4,341-4.1% | $5,820-28.5% | $4,125+0.9% |
| Admin fee / account holder | $3,072 | $6,790-54.8% | $10,614-71.1% | $5,651-45.6% |