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 | $14,729 | $32,117-54.1% | $71,086-79.3% | $64,186-77.1% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -59.91% | -5.57%-54.3pp | 650.59%-710.5pp | 7.63%-67.5pp |
| Employer contribution / active EE | $452 | $712-36.5% | $1,088-58.4% | $2,381-81.0% |
| Participant deferral / active EE | $557 | $1,263-55.9% | $1,874-70.3% | $3,470-83.9% |
| Admin fee / account holder | $2,972 | $2,759+7.7% | $3,082-3.6% | $4,888-39.2% |