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 | $103,205 | $202,318-49.0% | $172,739-40.3% | $152,861-32.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -2.39% | 1029.65%-1032.0pp | 802.84%-805.2pp | 345.32%-347.7pp |
| Employer contribution / active EE | $1,754 | $5,856-70.0% | $5,143-65.9% | $4,762-63.2% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.9% | $5,850+8.3% |
| Admin fee / account holder | $902 | $17,109-94.7% | $13,954-93.5% | $11,596-92.2% |