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 | $180,456 | $190,805-5.4% | $159,960+12.8% | $134,475+34.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.89% | 552.23%-576.1pp | 408.60%-432.5pp | 417.96%-441.9pp |
| Employer contribution / active EE | $22,432 | $4,995+349.1% | $4,226+430.9% | $4,740+373.3% |
| Participant deferral / active EE | $13,363 | $6,923+93.0% | $6,182+116.1% | $6,400+108.8% |
| Admin fee / account holder | $1,665 | $10,471-84.1% | $8,698-80.9% | $11,426-85.4% |