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 | $26,775 | $92,703-71.1% | $82,719-67.6% | $134,475-80.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -58.69% | 944.92%-1003.6pp | 701.18%-759.9pp | 417.96%-476.7pp |
| Employer contribution / active EE | $2,544 | $3,274-22.3% | $3,009-15.4% | $4,740-46.3% |
| Participant deferral / active EE | $2,149 | $4,802-55.2% | $4,395-51.1% | $6,400-66.4% |
| Admin fee / account holder | $4,201 | $5,983-29.8% | $5,329-21.2% | $11,426-63.2% |