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 | $84,142 | $91,552-8.1% | $133,956-37.2% | $79,858+5.4% |
| Participation rate | 92.8% | 73.3%+19.4pp | 79.8%+12.9pp | 69.6%+23.1pp |
| Annual return | -7.10% | 61.85%-68.9pp | 45.09%-52.2pp | 31.71%-38.8pp |
| Employer contribution / active EE | $2,928 | $2,384+22.9% | $3,919-25.3% | $2,471+18.5% |
| Participant deferral / active EE | $5,536 | $3,733+48.3% | $5,048+9.7% | $3,740+48.0% |
| Admin fee / account holder | $12,956 | $6,321+105.0% | $8,927+45.1% | $5,306+144.2% |