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 9-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 | $62,075 | $135,635-54.2% | $110,238-43.7% | $135,375-54.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -20.83% | 513.19%-534.0pp | 314.74%-335.6pp | 519.73%-540.6pp |
| Employer contribution / active EE | $16,500 | $4,906+236.3% | $3,826+331.2% | $4,779+245.3% |
| Participant deferral / active EE | $18,500 | $5,506+236.0% | $4,672+296.0% | $5,609+229.8% |
| Admin fee / account holder | $406 | $11,457-96.5% | $8,547-95.2% | $10,827-96.2% |