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 9-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 | $52,433 | $138,044-62.0% | $125,339-58.2% | $134,475-61.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -27.46% | 750.33%-777.8pp | 572.05%-599.5pp | 417.96%-445.4pp |
| Employer contribution / active EE | $5,043 | $5,243-3.8% | $4,814+4.8% | $4,740+6.4% |
| Participant deferral / active EE | $9,990 | $7,799+28.1% | $7,446+34.2% | $6,400+56.1% |
| Admin fee / account holder | $2,316 | $11,571-80.0% | $10,010-76.9% | $11,426-79.7% |