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 | $23,454 | $159,901-85.3% | $146,958-84.0% | $145,922-83.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -12.87% | 98.13%-111.0pp | 418.34%-431.2pp | 561.29%-574.2pp |
| Employer contribution / active EE | $11,052 | $5,286+109.1% | $4,933+124.1% | $4,660+137.2% |
| Participant deferral / active EE | $5,306 | $8,428-37.0% | $8,070-34.2% | $6,688-20.7% |
| Admin fee / account holder | $570 | $15,044-96.2% | $12,998-95.6% | $13,397-95.7% |