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 | $14,177 | $152,509-90.7% | $117,472-87.9% | $134,475-89.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.63% | 52.99%-73.6pp | 29.74%-50.4pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,566 | $5,571-71.9% | $4,176-62.5% | $4,740-67.0% |
| Participant deferral / active EE | $1,853 | $4,818-61.5% | $4,070-54.5% | $6,400-71.0% |
| Admin fee / account holder | $3,002 | $7,004-57.1% | $5,645-46.8% | $11,426-73.7% |