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 | $21,559 | $73,515-70.7% | $62,995-65.8% | $147,584-85.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | -97.05% | 175.43%-272.5pp | 87.57%-184.6pp | 578.55%-675.6pp |
| Employer contribution / active EE | $6,500 | $3,320+95.7% | $2,759+135.6% | $4,876+33.3% |
| Participant deferral / active EE | $12,642 | $4,185+202.1% | $3,329+279.7% | $5,439+132.4% |
| Admin fee / account holder | $4,464 | $5,953-25.0% | $3,600+24.0% | $10,885-59.0% |