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 | $22,776 | $99,032-77.0% | $80,019-71.5% | $135,375-83.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -13.21% | 15.39%-28.6pp | 11.22%-24.4pp | 519.73%-532.9pp |
| Employer contribution / active EE | $30,606 | $3,043+905.6% | $2,468+1140.1% | $4,779+540.5% |
| Participant deferral / active EE | $7,395 | $4,282+72.7% | $3,686+100.6% | $5,609+31.8% |
| Admin fee / account holder | $1,082 | $10,436-89.6% | $6,521-83.4% | $10,827-90.0% |