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 | $25,003 | $190,805-86.9% | $159,960-84.4% | $134,475-81.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.09% | 552.23%-573.3pp | 408.60%-429.7pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,459 | $4,995-70.8% | $4,226-65.5% | $4,740-69.2% |
| Participant deferral / active EE | $11,573 | $6,923+67.2% | $6,182+87.2% | $6,400+80.8% |
| Admin fee / account holder | $7,678 | $10,471-26.7% | $8,698-11.7% | $11,426-32.8% |