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 | $62,663 | $135,635-53.8% | $110,238-43.2% | $135,375-53.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.80% | 513.19%-525.0pp | 314.74%-326.5pp | 519.73%-531.5pp |
| Employer contribution / active EE | $5,099 | $4,906+3.9% | $3,826+33.3% | $4,779+6.7% |
| Participant deferral / active EE | $7,156 | $5,506+29.9% | $4,672+53.2% | $5,609+27.6% |
| Admin fee / account holder | $1,698 | $11,457-85.2% | $8,547-80.1% | $10,827-84.3% |