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 | $23,043 | $99,640-76.9% | $86,436-73.3% | $134,475-82.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.68% | 6782.58%-6804.3pp | 4394.89%-4416.6pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,911 | $4,400-33.9% | $3,769-22.8% | $4,740-38.6% |
| Participant deferral / active EE | $6,048 | $7,246-16.5% | $6,952-13.0% | $6,400-5.5% |
| Admin fee / account holder | $312 | $8,371-96.3% | $6,731-95.4% | $11,426-97.3% |