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 | $21,770 | $92,703-76.5% | $82,719-73.7% | $134,475-83.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -28.28% | 944.92%-973.2pp | 701.18%-729.5pp | 417.96%-446.2pp |
| Employer contribution / active EE | $4,480 | $3,274+36.8% | $3,009+48.9% | $4,740-5.5% |
| Participant deferral / active EE | $10,654 | $4,802+121.9% | $4,395+142.4% | $6,400+66.5% |
| Admin fee / account holder | $19,086 | $5,983+219.0% | $5,329+258.2% | $11,426+67.0% |