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 | $37,597 | $92,703-59.4% | $82,719-54.5% | $134,475-72.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -30.71% | 944.92%-975.6pp | 701.18%-731.9pp | 417.96%-448.7pp |
| Employer contribution / active EE | $17,354 | $3,274+430.1% | $3,009+476.7% | $4,740+266.1% |
| Participant deferral / active EE | $11,471 | $4,802+138.9% | $4,395+161.0% | $6,400+79.2% |
| Admin fee / account holder | $351 | $5,983-94.1% | $5,329-93.4% | $11,426-96.9% |