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 | $9,519 | $84,402-88.7% | $61,373-84.5% | $134,475-92.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -28.62% | 584.55%-613.2pp | 338.61%-367.2pp | 417.96%-446.6pp |
| Employer contribution / active EE | $1,603 | $1,544+3.8% | $1,159+38.3% | $4,740-66.2% |
| Participant deferral / active EE | $4,384 | $2,819+55.5% | $2,125+106.3% | $6,400-31.5% |
| Admin fee / account holder | $1,183 | $2,585-54.2% | $2,130-44.4% | $11,426-89.6% |