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 8-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 | $19,035 | $76,738-75.2% | $56,411-66.3% | $145,922-87.0% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | -8.40% | 2994.23%-3002.6pp | 1701.33%-1709.7pp | 561.29%-569.7pp |
| Employer contribution / active EE | $160 | $1,380-88.4% | $1,039-84.6% | $4,660-96.6% |
| Participant deferral / active EE | $1,437 | $2,623-45.2% | $1,952-26.4% | $6,688-78.5% |
| Admin fee / account holder | $17,969 | $3,334+439.0% | $2,829+535.2% | $13,397+34.1% |