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 7-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 | $15,279 | $96,484-84.2% | $75,886-79.9% | $152,861-90.0% |
| Participation rate | 70.8% | 76.2%-5.4pp | 69.3%+1.6pp | 82.4%-11.6pp |
| Annual return | -82.06% | 33.98%-116.0pp | 30.76%-112.8pp | 345.32%-427.4pp |
| Employer contribution / active EE | $2,363 | $3,309-28.6% | $2,500-5.5% | $4,762-50.4% |
| Participant deferral / active EE | $2,667 | $4,553-41.4% | $3,603-26.0% | $5,850-54.4% |
| Admin fee / account holder | $1,043 | $8,078-87.1% | $5,418-80.7% | $11,596-91.0% |