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 9-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 | $20,932 | $138,065-84.8% | $123,544-83.1% | $135,375-84.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -23.83% | 153.68%-177.5pp | 119.20%-143.0pp | 519.73%-543.6pp |
| Employer contribution / active EE | $2,197 | $5,151-57.4% | $4,628-52.5% | $4,779-54.0% |
| Participant deferral / active EE | $13,621 | $6,799+100.3% | $6,426+112.0% | $5,609+142.8% |
| Admin fee / account holder | $529 | $10,916-95.2% | $9,284-94.3% | $10,827-95.1% |