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 8-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 | $71,088 | $138,065-48.5% | $123,544-42.5% | $135,375-47.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.44% | 153.68%-165.1pp | 119.20%-130.6pp | 519.73%-531.2pp |
| Employer contribution / active EE | $15,000 | $5,151+191.2% | $4,628+224.1% | $4,779+213.9% |
| Participant deferral / active EE | $22,500 | $6,799+230.9% | $6,426+250.2% | $5,609+301.2% |
| Admin fee / account holder | $563 | $10,916-94.8% | $9,284-93.9% | $10,827-94.8% |