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 5-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 | $16,226 | $138,044-88.2% | $125,339-87.1% | $134,475-87.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.11% | 750.33%-776.4pp | 572.05%-598.2pp | 417.96%-444.1pp |
| Employer contribution / active EE | $4,229 | $5,243-19.3% | $4,814-12.1% | $4,740-10.8% |
| Participant deferral / active EE | $12,147 | $7,799+55.8% | $7,446+63.1% | $6,400+89.8% |
| Admin fee / account holder | $1,558 | $11,571-86.5% | $10,010-84.4% | $11,426-86.4% |