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 5-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 | $22,101 | $138,044-84.0% | $125,339-82.4% | $134,475-83.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -93.81% | 750.33%-844.1pp | 572.05%-665.9pp | 417.96%-511.8pp |
| Employer contribution / active EE | $17,840 | $5,243+240.2% | $4,814+270.6% | $4,740+276.4% |
| Participant deferral / active EE | $5,333 | $7,799-31.6% | $7,446-28.4% | $6,400-16.7% |
| Admin fee / account holder | $1,260 | $11,571-89.1% | $10,010-87.4% | $11,426-89.0% |