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 | $74,626 | $138,044-45.9% | $125,339-40.5% | $134,475-44.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -36.13% | 750.33%-786.5pp | 572.05%-608.2pp | 417.96%-454.1pp |
| Employer contribution / active EE | $2,406 | $5,243-54.1% | $4,814-50.0% | $4,740-49.2% |
| Participant deferral / active EE | $7,653 | $7,799-1.9% | $7,446+2.8% | $6,400+19.6% |
| Admin fee / account holder | $18,756 | $11,571+62.1% | $10,010+87.4% | $11,426+64.2% |