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 | $80,356 | $99,640-19.4% | $86,436-7.0% | $134,475-40.2% |
| Participation rate | 81.3% | 82.0%-0.8pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -22.07% | 6782.58%-6804.6pp | 4394.89%-4417.0pp | 417.96%-440.0pp |
| Employer contribution / active EE | $13,023 | $4,400+196.0% | $3,769+245.6% | $4,740+174.8% |
| Participant deferral / active EE | $11,571 | $7,246+59.7% | $6,952+66.5% | $6,400+80.8% |
| Admin fee / account holder | $430 | $8,371-94.9% | $6,731-93.6% | $11,426-96.2% |