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 8-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 | $45,533 | $99,640-54.3% | $86,436-47.3% | $134,475-66.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.40% | 6782.58%-6812.0pp | 4394.89%-4424.3pp | 417.96%-447.4pp |
| Employer contribution / active EE | $11,664 | $4,400+165.1% | $3,769+209.5% | $4,740+146.1% |
| Participant deferral / active EE | $2,948 | $7,246-59.3% | $6,952-57.6% | $6,400-53.9% |
| Admin fee / account holder | $1,810 | $8,371-78.4% | $6,731-73.1% | $11,426-84.2% |