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 | $129,136 | $138,044-6.5% | $125,339+3.0% | $134,475-4.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -43.15% | 750.33%-793.5pp | 572.05%-615.2pp | 417.96%-461.1pp |
| Employer contribution / active EE | $25,274 | $5,243+382.0% | $4,814+425.0% | $4,740+433.2% |
| Participant deferral / active EE | $15,922 | $7,799+104.2% | $7,446+113.8% | $6,400+148.8% |
| Admin fee / account holder | $1,450 | $11,571-87.5% | $10,010-85.5% | $11,426-87.3% |