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 3-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 | $103,099 | $68,719+50.0% | $91,541+12.6% | $84,808+21.6% |
| Participation rate | 94.5% | 64.5%+30.0pp | 69.8%+24.7pp | 68.3%+26.2pp |
| Annual return | -50.42% | 19.12%-69.5pp | 20.50%-70.9pp | 40.90%-91.3pp |
| Employer contribution / active EE | $27,162 | $1,920+1314.8% | $2,505+984.5% | $2,631+932.4% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,200 | $5,786+41.7% | $6,956+17.9% | $7,344+11.7% |