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 4-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 | $7,136 | $84,402-91.5% | $61,373-88.4% | $134,475-94.7% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -29.29% | 584.55%-613.8pp | 338.61%-367.9pp | 417.96%-447.3pp |
| Employer contribution / active EE | $2,297 | $1,544+48.7% | $1,159+98.1% | $4,740-51.5% |
| Participant deferral / active EE | $10,679 | $2,819+278.8% | $2,125+402.6% | $6,400+66.9% |
| Admin fee / account holder | $398 | $2,585-84.6% | $2,130-81.3% | $11,426-96.5% |