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 | $32,129 | $138,044-76.7% | $125,339-74.4% | $134,475-76.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.57% | 750.33%-780.9pp | 572.05%-602.6pp | 417.96%-448.5pp |
| Employer contribution / active EE | $1,622 | $5,243-69.1% | $4,814-66.3% | $4,740-65.8% |
| Participant deferral / active EE | $15,076 | $7,799+93.3% | $7,446+102.5% | $6,400+135.6% |
| Admin fee / account holder | $608 | $11,571-94.7% | $10,010-93.9% | $11,426-94.7% |