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 6-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 | $18,064 | $88,594-79.6% | $70,092-74.2% | $134,475-86.6% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -27.95% | 442.67%-470.6pp | 190.73%-218.7pp | 417.96%-445.9pp |
| Employer contribution / active EE | $2,166 | $3,233-33.0% | $2,559-15.3% | $4,740-54.3% |
| Participant deferral / active EE | $6,366 | $4,772+33.4% | $3,849+65.4% | $6,400-0.5% |
| Admin fee / account holder | $14,035 | $10,441+34.4% | $6,267+124.0% | $11,426+22.8% |