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 | $6,104 | $74,888-91.8% | $71,209-91.4% | $142,382-95.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | -35.56% | 345.14%-380.7pp | 282.51%-318.1pp | 217.08%-252.6pp |
| Employer contribution / active EE | $8,235 | $2,854+188.5% | $2,721+202.7% | $4,299+91.6% |
| Participant deferral / active EE | $8,235 | $4,454+84.9% | $4,175+97.2% | $6,507+26.6% |
| Admin fee / account holder | $39,511 | $5,568+609.6% | $5,349+638.7% | $12,624+213.0% |