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 | $71,978 | $135,635-46.9% | $110,238-34.7% | $135,375-46.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.47% | 513.19%-522.7pp | 314.74%-324.2pp | 519.73%-529.2pp |
| Employer contribution / active EE | $24,100 | $4,906+391.2% | $3,826+529.8% | $4,779+404.3% |
| Participant deferral / active EE | $14,250 | $5,506+158.8% | $4,672+205.0% | $5,609+154.1% |
| Admin fee / account holder | $415 | $11,457-96.4% | $8,547-95.1% | $10,827-96.2% |