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 | $18,366 | $133,922-86.3% | $116,228-84.2% | $142,382-87.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | -23.10% | 147.76%-170.9pp | 90.06%-113.2pp | 217.08%-240.2pp |
| Employer contribution / active EE | $1,174 | $3,446-65.9% | $2,994-60.8% | $4,299-72.7% |
| Participant deferral / active EE | $11,791 | $5,672+107.9% | $4,953+138.1% | $6,507+81.2% |
| Admin fee / account holder | $66,205 | $14,945+343.0% | $11,989+452.2% | $12,624+424.5% |