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 | $33,182 | $177,572-81.3% | $154,803-78.6% | $142,382-76.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -71.79% | 65.07%-136.9pp | 58.88%-130.7pp | 217.08%-288.9pp |
| Employer contribution / active EE | $7,665 | $4,810+59.3% | $4,305+78.0% | $4,299+78.3% |
| Participant deferral / active EE | $8,625 | $6,272+37.5% | $5,540+55.7% | $6,507+32.5% |
| Admin fee / account holder | $3,774 | $16,786-77.5% | $14,329-73.7% | $12,624-70.1% |