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 | $2,915 | $84,402-96.5% | $61,373-95.3% | $134,475-97.8% |
| Participation rate | 91.7% | 62.2%+29.5pp | 52.6%+39.1pp | 81.2%+10.4pp |
| Annual return | -23.13% | 584.55%-607.7pp | 338.61%-361.7pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,104 | $1,544-28.5% | $1,159-4.8% | $4,740-76.7% |
| Participant deferral / active EE | $1,821 | $2,819-35.4% | $2,125-14.3% | $6,400-71.6% |
| Admin fee / account holder | $323 | $2,585-87.5% | $2,130-84.8% | $11,426-97.2% |