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 | $22,304 | $97,757-77.2% | $83,848-73.4% | $135,375-83.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -22.94% | 1287.37%-1310.3pp | 850.88%-873.8pp | 519.73%-542.7pp |
| Employer contribution / active EE | $3,103 | $4,222-26.5% | $3,631-14.5% | $4,779-35.1% |
| Participant deferral / active EE | $14,974 | $4,682+219.8% | $4,082+266.9% | $5,609+167.0% |
| Admin fee / account holder | $1,176 | $6,674-82.4% | $5,478-78.5% | $10,827-89.1% |