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 | $11,502 | $104,106-89.0% | $71,086-83.8% | $135,375-91.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -15.35% | 1256.30%-1271.6pp | 650.59%-665.9pp | 519.73%-535.1pp |
| Employer contribution / active EE | $5,916 | $1,485+298.4% | $1,088+443.9% | $4,779+23.8% |
| Participant deferral / active EE | $3,377 | $2,527+33.6% | $1,874+80.2% | $5,609-39.8% |
| Admin fee / account holder | $478 | $4,142-88.4% | $3,082-84.5% | $10,827-95.6% |