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 7-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 | $64,464 | $138,044-53.3% | $125,339-48.6% | $134,475-52.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -51.89% | 750.33%-802.2pp | 572.05%-623.9pp | 417.96%-469.9pp |
| Employer contribution / active EE | $42,187 | $5,243+704.6% | $4,814+776.4% | $4,740+790.1% |
| Participant deferral / active EE | $21,093 | $7,799+170.5% | $7,446+183.3% | $6,400+229.6% |
| Admin fee / account holder | $3,205 | $11,571-72.3% | $10,010-68.0% | $11,426-71.9% |