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 8-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 | $17,320 | $97,757-82.3% | $83,848-79.3% | $135,375-87.2% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -11.10% | 1287.37%-1298.5pp | 850.88%-862.0pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,695 | $4,222-59.8% | $3,631-53.3% | $4,779-64.5% |
| Participant deferral / active EE | $10,850 | $4,682+131.7% | $4,082+165.8% | $5,609+93.4% |
| Admin fee / account holder | $12,594 | $6,674+88.7% | $5,478+129.9% | $10,827+16.3% |