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 | $12,385 | $117,983-89.5% | $101,794-87.8% | $142,382-91.3% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | -101.35% | 36.92%-138.3pp | 30.53%-131.9pp | 217.08%-318.4pp |
| Employer contribution / active EE | $13,770 | $2,773+396.6% | $2,289+501.6% | $4,299+220.3% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,616 | $10,433-74.9% | $8,777-70.2% | $12,624-79.3% |