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 | $58,502 | $160,055-63.4% | $140,016-58.2% | $135,375-56.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -18.29% | 911.38%-929.7pp | 651.12%-669.4pp | 519.73%-538.0pp |
| Employer contribution / active EE | $2,829 | $6,420-55.9% | $5,606-49.5% | $4,779-40.8% |
| Participant deferral / active EE | $22,300 | $7,642+191.8% | $6,927+221.9% | $5,609+297.6% |
| Admin fee / account holder | $885 | $13,328-93.4% | $10,705-91.7% | $10,827-91.8% |