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 | $77,072 | $82,630-6.7% | $64,105+20.2% | $125,391-38.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.24% | 1489.72%-1494.0pp | 791.24%-795.5pp | 282.22%-286.5pp |
| Employer contribution / active EE | $9,958 | $2,671+272.8% | $1,820+447.1% | $4,866+104.6% |
| Participant deferral / active EE | $8,210 | $3,608+127.5% | $2,822+191.0% | $5,352+53.4% |
| Admin fee / account holder | $1,108 | $6,382-82.6% | $4,499-75.4% | $9,540-88.4% |