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 | $29,996 | $99,640-69.9% | $86,436-65.3% | $134,475-77.7% |
| Participation rate | 88.9% | 82.0%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -22.04% | 6782.58%-6804.6pp | 4394.89%-4416.9pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,287 | $4,400-48.0% | $3,769-39.3% | $4,740-51.8% |
| Participant deferral / active EE | $5,743 | $7,246-20.7% | $6,952-17.4% | $6,400-10.3% |
| Admin fee / account holder | $358 | $8,371-95.7% | $6,731-94.7% | $11,426-96.9% |