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 | $95,757 | $106,543-10.1% | $91,220+5.0% | $134,475-28.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -24.20% | 160.60%-184.8pp | 114.01%-138.2pp | 417.96%-442.2pp |
| Employer contribution / active EE | $4,249 | $3,331+27.6% | $2,850+49.1% | $4,740-10.4% |
| Participant deferral / active EE | $8,450 | $4,719+79.1% | $4,234+99.6% | $6,400+32.0% |
| Admin fee / account holder | $29,206 | $6,231+368.7% | $5,420+438.9% | $11,426+155.6% |