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 4-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 | $23,307 | $165,984-86.0% | $164,813-85.9% | $145,922-84.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -78.63% | 100.03%-178.7pp | 69.93%-148.6pp | 561.29%-639.9pp |
| Employer contribution / active EE | $6,176 | $5,273+17.1% | $4,341+42.3% | $4,660+32.5% |
| Participant deferral / active EE | $15,208 | $6,959+118.5% | $6,031+152.1% | $6,688+127.4% |
| Admin fee / account holder | $448 | $16,648-97.3% | $12,690-96.5% | $13,397-96.7% |