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 | $45,577 | $138,044-67.0% | $125,339-63.6% | $134,475-66.1% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -21.03% | 750.33%-771.4pp | 572.05%-593.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $3,212 | $5,243-38.7% | $4,814-33.3% | $4,740-32.2% |
| Participant deferral / active EE | $10,343 | $7,799+32.6% | $7,446+38.9% | $6,400+61.6% |
| Admin fee / account holder | $2,848 | $11,571-75.4% | $10,010-71.6% | $11,426-75.1% |