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 6-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 | $37,364 | $102,604-63.6% | $86,188-56.6% | $139,434-73.2% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.0%+12.9pp | 80.3%+1.5pp |
| Annual return | -33.91% | 1922.51%-1956.4pp | 1168.45%-1202.4pp | 372.94%-406.9pp |
| Employer contribution / active EE | $13,693 | $3,032+351.6% | $2,380+475.3% | $4,751+188.2% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,985-100.0% | $6,710-100.0% |
| Admin fee / account holder | $3,468 | $8,657-59.9% | $6,852-49.4% | $11,403-69.6% |