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 | $30,953 | $99,640-68.9% | $86,436-64.2% | $134,475-77.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.34% | 6782.58%-6804.9pp | 4394.89%-4417.2pp | 417.96%-440.3pp |
| Employer contribution / active EE | $6,909 | $4,400+57.0% | $3,769+83.3% | $4,740+45.8% |
| Participant deferral / active EE | $2,772 | $7,246-61.8% | $6,952-60.1% | $6,400-56.7% |
| Admin fee / account holder | $6,532 | $8,371-22.0% | $6,731-3.0% | $11,426-42.8% |