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 | $72,700 | $190,805-61.9% | $159,960-54.6% | $134,475-45.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.52% | 552.23%-573.8pp | 408.60%-430.1pp | 417.96%-439.5pp |
| Employer contribution / active EE | $6,500 | $4,995+30.1% | $4,226+53.8% | $4,740+37.1% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,464 | $10,471-86.0% | $8,698-83.2% | $11,426-87.2% |