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 9-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 | $29,034 | $152,509-81.0% | $117,472-75.3% | $134,475-78.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.79% | 52.99%-74.8pp | 29.74%-51.5pp | 417.96%-439.8pp |
| Employer contribution / active EE | $16,645 | $5,571+198.8% | $4,176+298.6% | $4,740+251.2% |
| Participant deferral / active EE | $2,841 | $4,818-41.0% | $4,070-30.2% | $6,400-55.6% |
| Admin fee / account holder | $3,200 | $7,004-54.3% | $5,645-43.3% | $11,426-72.0% |