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 | $11,658 | $92,703-87.4% | $82,719-85.9% | $134,475-91.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -27.19% | 944.92%-972.1pp | 701.18%-728.4pp | 417.96%-445.2pp |
| Employer contribution / active EE | $1,261 | $3,274-61.5% | $3,009-58.1% | $4,740-73.4% |
| Participant deferral / active EE | $6,182 | $4,802+28.7% | $4,395+40.7% | $6,400-3.4% |
| Admin fee / account holder | $1,228 | $5,983-79.5% | $5,329-77.0% | $11,426-89.3% |