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 | $75,817 | $92,703-18.2% | $82,719-8.3% | $134,475-43.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -23.83% | 944.92%-968.8pp | 701.18%-725.0pp | 417.96%-441.8pp |
| Employer contribution / active EE | $5,835 | $3,274+78.2% | $3,009+93.9% | $4,740+23.1% |
| Participant deferral / active EE | $13,531 | $4,802+181.8% | $4,395+207.9% | $6,400+111.4% |
| Admin fee / account holder | $1,137 | $5,983-81.0% | $5,329-78.7% | $11,426-90.1% |