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 | $78,367 | $138,065-43.2% | $123,544-36.6% | $135,375-42.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -16.31% | 153.68%-170.0pp | 119.20%-135.5pp | 519.73%-536.0pp |
| Employer contribution / active EE | $8,550 | $5,151+66.0% | $4,628+84.8% | $4,779+78.9% |
| Participant deferral / active EE | $21,500 | $6,799+216.2% | $6,426+234.6% | $5,609+283.3% |
| Admin fee / account holder | $514 | $10,916-95.3% | $9,284-94.5% | $10,827-95.3% |