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 | $50,702 | $110,502-54.1% | $80,716-37.2% | $167,490-69.7% |
| Participation rate | 83.3% | 64.0%+19.4pp | 54.2%+29.2pp | 82.1%+1.2pp |
| Annual return | -49.17% | 120.54%-169.7pp | 87.28%-136.4pp | 478.56%-527.7pp |
| Employer contribution / active EE | $1,874 | $1,543+21.5% | $1,160+61.6% | $4,837-61.3% |
| Participant deferral / active EE | $3,822 | $2,871+33.1% | $2,146+78.1% | $6,341-39.7% |
| Admin fee / account holder | $57,796 | $4,545+1171.8% | $3,380+1610.0% | $12,309+369.5% |