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 | $114,801 | $138,044-16.8% | $125,339-8.4% | $134,475-14.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.23% | 750.33%-771.6pp | 572.05%-593.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $11,943 | $5,243+127.8% | $4,814+148.1% | $4,740+152.0% |
| Participant deferral / active EE | $11,460 | $7,799+47.0% | $7,446+53.9% | $6,400+79.1% |
| Admin fee / account holder | $325 | $11,571-97.2% | $10,010-96.7% | $11,426-97.2% |