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 | $16,975 | $97,757-82.6% | $83,848-79.8% | $135,375-87.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.93% | 1287.37%-1300.3pp | 850.88%-863.8pp | 519.73%-532.7pp |
| Employer contribution / active EE | $1,732 | $4,222-59.0% | $3,631-52.3% | $4,779-63.7% |
| Participant deferral / active EE | $5,103 | $4,682+9.0% | $4,082+25.0% | $5,609-9.0% |
| Admin fee / account holder | $2,127 | $6,674-68.1% | $5,478-61.2% | $10,827-80.4% |