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 6-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 | $20,333 | $111,724-81.8% | $93,606-78.3% | $145,922-86.1% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.1pp |
| Annual return | -68.35% | 202.98%-271.3pp | 133.20%-201.5pp | 561.29%-629.6pp |
| Employer contribution / active EE | $11,732 | $3,090+279.7% | $2,420+384.8% | $4,660+151.8% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $4,411-100.0% | $6,688-100.0% |
| Admin fee / account holder | $2,483 | $10,250-75.8% | $8,285-70.0% | $13,397-81.5% |