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 | $31,207 | $183,519-83.0% | $155,509-79.9% | $145,922-78.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | -140.53% | 61.17%-201.7pp | 64.67%-205.2pp | 561.29%-701.8pp |
| Employer contribution / active EE | $19,104 | $5,313+259.6% | $4,672+308.9% | $4,660+310.0% |
| Participant deferral / active EE | $19,894 | $6,462+207.8% | $5,626+253.6% | $6,688+197.5% |
| Admin fee / account holder | $856 | $19,313-95.6% | $15,912-94.6% | $13,397-93.6% |