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 | $25,443 | $138,044-81.6% | $125,339-79.7% | $134,475-81.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -36.25% | 750.33%-786.6pp | 572.05%-608.3pp | 417.96%-454.2pp |
| Employer contribution / active EE | $3,172 | $5,243-39.5% | $4,814-34.1% | $4,740-33.1% |
| Participant deferral / active EE | $4,519 | $7,799-42.1% | $7,446-39.3% | $6,400-29.4% |
| Admin fee / account holder | $1,556 | $11,571-86.6% | $10,010-84.5% | $11,426-86.4% |