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 6-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 | $8,111 | $27,641-70.7% | $61,373-86.8% | $68,494-88.2% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -23.77% | -13.24%-10.5pp | 338.61%-362.4pp | -7.84%-15.9pp |
| Employer contribution / active EE | $3,750 | $695+439.2% | $1,159+223.4% | $2,596+44.4% |
| Participant deferral / active EE | $2,888 | $1,263+128.6% | $2,125+35.9% | $4,027-28.3% |
| Admin fee / account holder | $756 | $2,010-62.4% | $2,130-64.5% | $5,403-86.0% |