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 4-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 | $21,729 | $82,664-73.7% | $125,339-82.7% | $68,494-68.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -29.80% | -5.97%-23.8pp | 572.05%-601.9pp | -7.84%-22.0pp |
| Employer contribution / active EE | $7,807 | $3,381+130.9% | $4,814+62.2% | $2,596+200.7% |
| Participant deferral / active EE | $8,282 | $6,110+35.5% | $7,446+11.2% | $4,027+105.6% |
| Admin fee / account holder | $650 | $6,275-89.6% | $10,010-93.5% | $5,403-88.0% |