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 | $75,279 | $138,044-45.5% | $125,339-39.9% | $134,475-44.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.83% | 750.33%-773.2pp | 572.05%-594.9pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,997 | $5,243-42.8% | $4,814-37.7% | $4,740-36.8% |
| Participant deferral / active EE | $11,599 | $7,799+48.7% | $7,446+55.8% | $6,400+81.2% |
| Admin fee / account holder | $518 | $11,571-95.5% | $10,010-94.8% | $11,426-95.5% |