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 | $12,650 | $109,817-88.5% | $98,442-87.1% | $167,490-92.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -112.00% | 1956.69%-2068.7pp | 1492.73%-1604.7pp | 478.56%-590.6pp |
| Employer contribution / active EE | $9,580 | $3,224+197.1% | $2,960+223.7% | $4,837+98.0% |
| Participant deferral / active EE | $5,252 | $4,673+12.4% | $4,276+22.8% | $6,341-17.2% |
| Admin fee / account holder | $21,133 | $6,753+213.0% | $5,949+255.2% | $12,309+71.7% |