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 | $97,667 | $70,756+38.0% | $65,493+49.1% | $142,382-31.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | -0.45% | 1754.89%-1755.3pp | 982.45%-982.9pp | 217.08%-217.5pp |
| Employer contribution / active EE | $1,598 | $2,881-44.5% | $2,574-37.9% | $4,299-62.8% |
| Participant deferral / active EE | $27,300 | $4,637+488.7% | $3,961+589.2% | $6,507+319.5% |
| Admin fee / account holder | $2,459 | $6,559-62.5% | $5,028-51.1% | $12,624-80.5% |