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 5-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 | $4,259 | $74,888-94.3% | $71,209-94.0% | $142,382-97.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -7.54% | 345.14%-352.7pp | 282.51%-290.0pp | 217.08%-224.6pp |
| Employer contribution / active EE | $1,768 | $2,854-38.1% | $2,721-35.0% | $4,299-58.9% |
| Participant deferral / active EE | $13,289 | $4,454+198.3% | $4,175+218.3% | $6,507+104.2% |
| Admin fee / account holder | $76,898 | $5,568+1281.0% | $5,349+1337.7% | $12,624+509.2% |