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 | $72,908 | $197,591-63.1% | $177,821-59.0% | $158,922-54.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -9.32% | 58.76%-68.1pp | 48.32%-57.6pp | 302.83%-312.1pp |
| Employer contribution / active EE | $2,080 | $6,697-68.9% | $5,918-64.9% | $4,761-56.3% |
| Participant deferral / active EE | $8,293 | $8,405-1.3% | $7,714+7.5% | $5,982+38.6% |
| Admin fee / account holder | $3,218 | $15,399-79.1% | $12,427-74.1% | $11,246-71.4% |