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 | $137,841 | $98,463+40.0% | $119,258+15.6% | $85,850+60.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | -56.21% | 38.53%-94.7pp | 30.69%-86.9pp | 318.53%-374.7pp |
| Employer contribution / active EE | $25,821 | $3,698+598.3% | $4,384+489.0% | $2,565+906.6% |
| Participant deferral / active EE | $6,743 | $4,942+36.5% | $6,111+10.3% | $3,952+70.6% |
| Admin fee / account holder | $11,120 | $7,493+48.4% | $7,226+53.9% | $6,260+77.6% |