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 4-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 | $89,624 | $190,805-53.0% | $159,960-44.0% | $134,475-33.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -30.16% | 552.23%-582.4pp | 408.60%-438.8pp | 417.96%-448.1pp |
| Employer contribution / active EE | $16,938 | $4,995+239.1% | $4,226+300.8% | $4,740+257.4% |
| Participant deferral / active EE | $15,503 | $6,923+123.9% | $6,182+150.8% | $6,400+142.2% |
| Admin fee / account holder | $844 | $10,471-91.9% | $8,698-90.3% | $11,426-92.6% |