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 8-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 | $17,968 | $190,805-90.6% | $159,960-88.8% | $134,475-86.6% |
| Participation rate | 90.0% | 81.9%+8.1pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -24.51% | 552.23%-576.7pp | 408.60%-433.1pp | 417.96%-442.5pp |
| Employer contribution / active EE | $1,406 | $4,995-71.9% | $4,226-66.7% | $4,740-70.3% |
| Participant deferral / active EE | $3,181 | $6,923-54.1% | $6,182-48.5% | $6,400-50.3% |
| Admin fee / account holder | $5,434 | $10,471-48.1% | $8,698-37.5% | $11,426-52.4% |