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 6-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 | $22,457 | $106,543-78.9% | $91,220-75.4% | $134,475-83.3% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.2%+15.7pp | 81.2%+7.7pp |
| Annual return | -23.29% | 160.60%-183.9pp | 114.01%-137.3pp | 417.96%-441.3pp |
| Employer contribution / active EE | $3,986 | $3,331+19.7% | $2,850+39.9% | $4,740-15.9% |
| Participant deferral / active EE | $10,281 | $4,719+117.9% | $4,234+142.8% | $6,400+60.6% |
| Admin fee / account holder | $875 | $6,231-86.0% | $5,420-83.9% | $11,426-92.3% |