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 | $70,894 | $138,044-48.6% | $125,339-43.4% | $134,475-47.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.72% | 750.33%-774.0pp | 572.05%-595.8pp | 417.96%-441.7pp |
| Employer contribution / active EE | $6,313 | $5,243+20.4% | $4,814+31.2% | $4,740+33.2% |
| Participant deferral / active EE | $14,526 | $7,799+86.3% | $7,446+95.1% | $6,400+127.0% |
| Admin fee / account holder | $380 | $11,571-96.7% | $10,010-96.2% | $11,426-96.7% |