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 | $44,512 | $97,757-54.5% | $83,848-46.9% | $135,375-67.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.48% | 1287.37%-1299.9pp | 850.88%-863.4pp | 519.73%-532.2pp |
| Employer contribution / active EE | $2,035 | $4,222-51.8% | $3,631-43.9% | $4,779-57.4% |
| Participant deferral / active EE | $2,861 | $4,682-38.9% | $4,082-29.9% | $5,609-49.0% |
| Admin fee / account holder | $5,803 | $6,674-13.0% | $5,478+5.9% | $10,827-46.4% |