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 | $7,913 | $84,402-90.6% | $61,373-87.1% | $134,475-94.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -33.97% | 584.55%-618.5pp | 338.61%-372.6pp | 417.96%-451.9pp |
| Employer contribution / active EE | $1,977 | $1,544+28.0% | $1,159+70.5% | $4,740-58.3% |
| Participant deferral / active EE | $3,772 | $2,819+33.8% | $2,125+77.5% | $6,400-41.1% |
| Admin fee / account holder | $302 | $2,585-88.3% | $2,130-85.8% | $11,426-97.4% |