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 7-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 | $4,804 | $84,402-94.3% | $61,373-92.2% | $134,475-96.4% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -59.71% | 584.55%-644.3pp | 338.61%-398.3pp | 417.96%-477.7pp |
| Employer contribution / active EE | $739 | $1,544-52.2% | $1,159-36.3% | $4,740-84.4% |
| Participant deferral / active EE | $931 | $2,819-67.0% | $2,125-56.2% | $6,400-85.5% |
| Admin fee / account holder | $2,021 | $2,585-21.8% | $2,130-5.1% | $11,426-82.3% |