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 | $103,310 | $202,318-48.9% | $172,739-40.2% | $152,861-32.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -58.71% | 1029.65%-1088.4pp | 802.84%-861.6pp | 345.32%-404.0pp |
| Employer contribution / active EE | $9,757 | $5,856+66.6% | $5,143+89.7% | $4,762+104.9% |
| Participant deferral / active EE | $6,416 | $5,948+7.9% | $5,198+23.4% | $5,850+9.7% |
| Admin fee / account holder | $1,366 | $17,109-92.0% | $13,954-90.2% | $11,596-88.2% |