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 9-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 | $14,786 | $97,757-84.9% | $83,848-82.4% | $135,375-89.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.20% | 1287.37%-1299.6pp | 850.88%-863.1pp | 519.73%-531.9pp |
| Employer contribution / active EE | $2,002 | $4,222-52.6% | $3,631-44.9% | $4,779-58.1% |
| Participant deferral / active EE | $8,253 | $4,682+76.3% | $4,082+102.2% | $5,609+47.1% |
| Admin fee / account holder | $1,107 | $6,674-83.4% | $5,478-79.8% | $10,827-89.8% |