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 | $21,316 | $71,050-70.0% | $93,606-77.2% | $80,856-73.6% |
| Participation rate | 92.0% | 60.4%+31.6pp | 68.7%+23.3pp | 67.6%+24.4pp |
| Annual return | -92.07% | 11.26%-103.3pp | 133.20%-225.3pp | 35.59%-127.7pp |
| Employer contribution / active EE | $21,932 | $1,564+1302.6% | $2,420+806.4% | $2,755+696.1% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,887 | $6,945-15.2% | $8,285-28.9% | $6,918-14.9% |