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 | $78,254 | $97,757-20.0% | $83,848-6.7% | $135,375-42.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.50% | 1287.37%-1300.9pp | 850.88%-864.4pp | 519.73%-533.2pp |
| Employer contribution / active EE | $15,000 | $4,222+255.3% | $3,631+313.1% | $4,779+213.9% |
| Participant deferral / active EE | $18,000 | $4,682+284.4% | $4,082+341.0% | $5,609+220.9% |
| Admin fee / account holder | $707 | $6,674-89.4% | $5,478-87.1% | $10,827-93.5% |