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 8-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 | $79,020 | $138,044-42.8% | $125,339-37.0% | $134,475-41.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.80% | 750.33%-773.1pp | 572.05%-594.9pp | 417.96%-440.8pp |
| Employer contribution / active EE | $11,021 | $5,243+110.2% | $4,814+129.0% | $4,740+132.5% |
| Participant deferral / active EE | $7,392 | $7,799-5.2% | $7,446-0.7% | $6,400+15.5% |
| Admin fee / account holder | $879 | $11,571-92.4% | $10,010-91.2% | $11,426-92.3% |