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 | $33,367 | $92,703-64.0% | $82,719-59.7% | $134,475-75.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -21.36% | 944.92%-966.3pp | 701.18%-722.5pp | 417.96%-439.3pp |
| Employer contribution / active EE | $6,921 | $3,274+111.4% | $3,009+130.0% | $4,740+46.0% |
| Participant deferral / active EE | $6,303 | $4,802+31.3% | $4,395+43.4% | $6,400-1.5% |
| Admin fee / account holder | $1,681 | $5,983-71.9% | $5,329-68.4% | $11,426-85.3% |