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 5-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 | $23,554 | $167,307-85.9% | $143,757-83.6% | $134,475-82.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -41.61% | 0.46%-42.1pp | -0.04%-41.6pp | 417.96%-459.6pp |
| Employer contribution / active EE | $4,600 | $5,619-18.1% | $4,951-7.1% | $4,740-2.9% |
| Participant deferral / active EE | $11,500 | $6,446+78.4% | $5,637+104.0% | $6,400+79.7% |
| Admin fee / account holder | $2,876 | $18,088-84.1% | $14,673-80.4% | $11,426-74.8% |