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 | $80,880 | $100,754-19.7% | $86,677-6.7% | $134,475-39.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -26.94% | 29.04%-56.0pp | 35.91%-62.8pp | 417.96%-444.9pp |
| Employer contribution / active EE | $11,751 | $3,489+236.8% | $2,836+314.3% | $4,740+147.9% |
| Participant deferral / active EE | $9,800 | $5,338+83.6% | $4,656+110.5% | $6,400+53.1% |
| Admin fee / account holder | $574 | $10,926-94.7% | $7,493-92.3% | $11,426-95.0% |