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 | $28,391 | $180,449-84.3% | $154,107-81.6% | $135,375-79.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -19.20% | 888.09%-907.3pp | 735.12%-754.3pp | 519.73%-538.9pp |
| Employer contribution / active EE | $2,363 | $6,035-60.8% | $5,298-55.4% | $4,779-50.6% |
| Participant deferral / active EE | $15,375 | $5,806+164.8% | $5,081+202.6% | $5,609+174.1% |
| Admin fee / account holder | $314 | $16,143-98.1% | $13,411-97.7% | $10,827-97.1% |