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 3-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 | $33,666 | $138,044-75.6% | $125,339-73.1% | $134,475-75.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.54% | 750.33%-772.9pp | 572.05%-594.6pp | 417.96%-440.5pp |
| Employer contribution / active EE | $3,020 | $5,243-42.4% | $4,814-37.3% | $4,740-36.3% |
| Participant deferral / active EE | $18,000 | $7,799+130.8% | $7,446+141.7% | $6,400+181.3% |
| Admin fee / account holder | $421 | $11,571-96.4% | $10,010-95.8% | $11,426-96.3% |