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 | $72,839 | $190,805-61.8% | $159,960-54.5% | $134,475-45.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.90% | 552.23%-575.1pp | 408.60%-431.5pp | 417.96%-440.9pp |
| Employer contribution / active EE | $2,447 | $4,995-51.0% | $4,226-42.1% | $4,740-48.4% |
| Participant deferral / active EE | $11,934 | $6,923+72.4% | $6,182+93.0% | $6,400+86.5% |
| Admin fee / account holder | $492 | $10,471-95.3% | $8,698-94.3% | $11,426-95.7% |