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 | $139,629 | $138,044+1.1% | $125,339+11.4% | $134,475+3.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.47% | 750.33%-781.8pp | 572.05%-603.5pp | 417.96%-449.4pp |
| Employer contribution / active EE | $3,059 | $5,243-41.7% | $4,814-36.5% | $4,740-35.5% |
| Participant deferral / active EE | $3,059 | $7,799-60.8% | $7,446-58.9% | $6,400-52.2% |
| Admin fee / account holder | $27,626 | $11,571+138.7% | $10,010+176.0% | $11,426+141.8% |