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 | $11,307 | $90,600-87.5% | $79,464-85.8% | $135,375-91.6% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -19.02% | 977.43%-996.5pp | 718.14%-737.2pp | 519.73%-538.8pp |
| Employer contribution / active EE | $1,809 | $3,068-41.0% | $2,800-35.4% | $4,779-62.1% |
| Participant deferral / active EE | $7,243 | $4,050+78.8% | $3,704+95.6% | $5,609+29.1% |
| Admin fee / account holder | $302 | $5,907-94.9% | $5,113-94.1% | $10,827-97.2% |