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 | $132,534 | $160,055-17.2% | $140,016-5.3% | $135,375-2.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -18.17% | 911.38%-929.6pp | 651.12%-669.3pp | 519.73%-537.9pp |
| Employer contribution / active EE | $12,266 | $6,420+91.1% | $5,606+118.8% | $4,779+156.7% |
| Participant deferral / active EE | $12,543 | $7,642+64.1% | $6,927+81.1% | $5,609+123.6% |
| Admin fee / account holder | $1,081 | $13,328-91.9% | $10,705-89.9% | $10,827-90.0% |