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 | $29,872 | $138,044-78.4% | $125,339-76.2% | $134,475-77.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.83% | 750.33%-772.2pp | 572.05%-593.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $2,606 | $5,243-50.3% | $4,814-45.9% | $4,740-45.0% |
| Participant deferral / active EE | $5,158 | $7,799-33.9% | $7,446-30.7% | $6,400-19.4% |
| Admin fee / account holder | $365 | $11,571-96.8% | $10,010-96.4% | $11,426-96.8% |