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 | $15,197 | $138,044-89.0% | $125,339-87.9% | $134,475-88.7% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -22.14% | 750.33%-772.5pp | 572.05%-594.2pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,953 | $5,243-62.7% | $4,814-59.4% | $4,740-58.8% |
| Participant deferral / active EE | $5,618 | $7,799-28.0% | $7,446-24.6% | $6,400-12.2% |
| Admin fee / account holder | $750 | $11,571-93.5% | $10,010-92.5% | $11,426-93.4% |