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 10-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 | $115,276 | $202,318-43.0% | $172,739-33.3% | $152,861-24.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -8.65% | 1029.65%-1038.3pp | 802.84%-811.5pp | 345.32%-354.0pp |
| Employer contribution / active EE | $8,429 | $5,856+43.9% | $5,143+63.9% | $4,762+77.0% |
| Participant deferral / active EE | $6,794 | $5,948+14.2% | $5,198+30.7% | $5,850+16.1% |
| Admin fee / account holder | $2,745 | $17,109-84.0% | $13,954-80.3% | $11,596-76.3% |