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 9-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 | $22,476 | $138,065-83.7% | $123,544-81.8% | $135,375-83.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -15.28% | 153.68%-169.0pp | 119.20%-134.5pp | 519.73%-535.0pp |
| Employer contribution / active EE | $4,971 | $5,151-3.5% | $4,628+7.4% | $4,779+4.0% |
| Participant deferral / active EE | $10,536 | $6,799+55.0% | $6,426+64.0% | $5,609+87.8% |
| Admin fee / account holder | $501 | $10,916-95.4% | $9,284-94.6% | $10,827-95.4% |