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 | $59,217 | $160,055-63.0% | $140,016-57.7% | $135,375-56.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -19.28% | 911.38%-930.7pp | 651.12%-670.4pp | 519.73%-539.0pp |
| Employer contribution / active EE | $8,612 | $6,420+34.1% | $5,606+53.6% | $4,779+80.2% |
| Participant deferral / active EE | $9,988 | $7,642+30.7% | $6,927+44.2% | $5,609+78.1% |
| Admin fee / account holder | $3,043 | $13,328-77.2% | $10,705-71.6% | $10,827-71.9% |