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 10-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 | $14,836 | $97,757-84.8% | $83,848-82.3% | $135,375-89.0% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -15.61% | 1287.37%-1303.0pp | 850.88%-866.5pp | 519.73%-535.3pp |
| Employer contribution / active EE | $2,103 | $4,222-50.2% | $3,631-42.1% | $4,779-56.0% |
| Participant deferral / active EE | $4,796 | $4,682+2.4% | $4,082+17.5% | $5,609-14.5% |
| Admin fee / account holder | $499 | $6,674-92.5% | $5,478-90.9% | $10,827-95.4% |