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 | $87,837 | $84,402+4.1% | $61,373+43.1% | $134,475-34.7% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -22.62% | 584.55%-607.2pp | 338.61%-361.2pp | 417.96%-440.6pp |
| Employer contribution / active EE | $943 | $1,544-39.0% | $1,159-18.7% | $4,740-80.1% |
| Participant deferral / active EE | $11,938 | $2,819+323.5% | $2,125+461.8% | $6,400+86.5% |
| Admin fee / account holder | $2,375 | $2,585-8.1% | $2,130+11.5% | $11,426-79.2% |