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 | $17,846 | $97,757-81.7% | $83,848-78.7% | $135,375-86.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.36% | 1287.37%-1297.7pp | 850.88%-861.2pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,898 | $4,222-31.3% | $3,631-20.2% | $4,779-39.4% |
| Participant deferral / active EE | $6,987 | $4,682+49.2% | $4,082+71.2% | $5,609+24.6% |
| Admin fee / account holder | $691 | $6,674-89.6% | $5,478-87.4% | $10,827-93.6% |