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 9-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 | $9,939 | $90,600-89.0% | $79,464-87.5% | $135,375-92.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -60.20% | 977.43%-1037.6pp | 718.14%-778.3pp | 519.73%-579.9pp |
| Employer contribution / active EE | $2,247 | $3,068-26.7% | $2,800-19.8% | $4,779-53.0% |
| Participant deferral / active EE | $7,299 | $4,050+80.2% | $3,704+97.1% | $5,609+30.1% |
| Admin fee / account holder | $359 | $5,907-93.9% | $5,113-93.0% | $10,827-96.7% |