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 6-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 | $150,178 | $138,044+8.8% | $125,339+19.8% | $134,475+11.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -54.61% | 750.33%-804.9pp | 572.05%-626.7pp | 417.96%-472.6pp |
| Employer contribution / active EE | $12,100 | $5,243+130.8% | $4,814+151.4% | $4,740+155.3% |
| Participant deferral / active EE | $11,750 | $7,799+50.7% | $7,446+57.8% | $6,400+83.6% |
| Admin fee / account holder | $8,251 | $11,571-28.7% | $10,010-17.6% | $11,426-27.8% |