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 | $120,608 | $111,724+8.0% | $93,606+28.8% | $145,922-17.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -47.40% | 202.98%-250.4pp | 133.20%-180.6pp | 561.29%-608.7pp |
| Employer contribution / active EE | $4,628 | $3,090+49.8% | $2,420+91.2% | $4,660-0.7% |
| Participant deferral / active EE | $10,501 | $4,912+113.8% | $4,411+138.0% | $6,688+57.0% |
| Admin fee / account holder | $2,245 | $10,250-78.1% | $8,285-72.9% | $13,397-83.2% |