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 | $37,551 | $138,065-72.8% | $123,544-69.6% | $135,375-72.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.85% | 153.68%-165.5pp | 119.20%-131.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $3,353 | $5,151-34.9% | $4,628-27.5% | $4,779-29.8% |
| Participant deferral / active EE | $8,177 | $6,799+20.3% | $6,426+27.3% | $5,609+45.8% |
| Admin fee / account holder | $466 | $10,916-95.7% | $9,284-95.0% | $10,827-95.7% |