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 | $75,270 | $135,635-44.5% | $110,238-31.7% | $135,375-44.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -74.72% | 513.19%-587.9pp | 314.74%-389.5pp | 519.73%-594.5pp |
| Employer contribution / active EE | $45,194 | $4,906+821.1% | $3,826+1081.1% | $4,779+845.7% |
| Participant deferral / active EE | $12,250 | $5,506+122.5% | $4,672+162.2% | $5,609+118.4% |
| Admin fee / account holder | $1,181 | $11,457-89.7% | $8,547-86.2% | $10,827-89.1% |