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 4-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 | $61,550 | $96,635-36.3% | $86,612-28.9% | $139,434-55.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -23.38% | 106.41%-129.8pp | 591.07%-614.4pp | 372.94%-396.3pp |
| Employer contribution / active EE | $32,014 | $3,263+881.1% | $3,022+959.2% | $4,751+573.9% |
| Participant deferral / active EE | $17,500 | $4,836+261.9% | $4,438+294.4% | $6,710+160.8% |
| Admin fee / account holder | $6,372 | $6,408-0.6% | $5,614+13.5% | $11,403-44.1% |