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 | $80,550 | $138,044-41.6% | $125,339-35.7% | $134,475-40.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.45% | 750.33%-776.8pp | 572.05%-598.5pp | 417.96%-444.4pp |
| Employer contribution / active EE | $6,979 | $5,243+33.1% | $4,814+45.0% | $4,740+47.3% |
| Participant deferral / active EE | $9,142 | $7,799+17.2% | $7,446+22.8% | $6,400+42.8% |
| Admin fee / account holder | $6,268 | $11,571-45.8% | $10,010-37.4% | $11,426-45.1% |