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 | $98,809 | $92,703+6.6% | $82,719+19.5% | $134,475-26.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.65% | 944.92%-966.6pp | 701.18%-722.8pp | 417.96%-439.6pp |
| Employer contribution / active EE | $7,288 | $3,274+122.6% | $3,009+142.2% | $4,740+53.8% |
| Participant deferral / active EE | $7,112 | $4,802+48.1% | $4,395+61.8% | $6,400+11.1% |
| Admin fee / account holder | $4,254 | $5,983-28.9% | $5,329-20.2% | $11,426-62.8% |