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 7-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 | $19,620 | $99,640-80.3% | $86,436-77.3% | $134,475-85.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.03% | 6782.58%-6813.6pp | 4394.89%-4425.9pp | 417.96%-449.0pp |
| Employer contribution / active EE | $2,546 | $4,400-42.1% | $3,769-32.4% | $4,740-46.3% |
| Participant deferral / active EE | $11,920 | $7,246+64.5% | $6,952+71.5% | $6,400+86.3% |
| Admin fee / account holder | $1,442 | $8,371-82.8% | $6,731-78.6% | $11,426-87.4% |