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 | $17,224 | $48,230-64.3% | $67,502-74.5% | $80,856-78.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | -77.99% | 18.28%-96.3pp | 3512.12%-3590.1pp | 35.59%-113.6pp |
| Employer contribution / active EE | $1,129 | $2,020-44.1% | $2,731-58.7% | $2,755-59.0% |
| Participant deferral / active EE | $1,548 | $2,924-47.0% | $4,000-61.3% | $4,296-64.0% |
| Admin fee / account holder | $4,495 | $3,681+22.1% | $3,998+12.4% | $6,918-35.0% |