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 5-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 | $26,988 | $138,044-80.4% | $125,339-78.5% | $134,475-79.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -35.17% | 750.33%-785.5pp | 572.05%-607.2pp | 417.96%-453.1pp |
| Employer contribution / active EE | $14,890 | $5,243+184.0% | $4,814+209.3% | $4,740+214.1% |
| Participant deferral / active EE | $7,706 | $7,799-1.2% | $7,446+3.5% | $6,400+20.4% |
| Admin fee / account holder | $309 | $11,571-97.3% | $10,010-96.9% | $11,426-97.3% |