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 7-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 | $58,828 | $84,402-30.3% | $61,373-4.1% | $134,475-56.3% |
| Participation rate | 85.7% | 62.2%+23.5pp | 52.6%+33.1pp | 81.2%+4.5pp |
| Annual return | -22.06% | 584.55%-606.6pp | 338.61%-360.7pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,199 | $1,544-22.4% | $1,159+3.4% | $4,740-74.7% |
| Participant deferral / active EE | $4,332 | $2,819+53.7% | $2,125+103.9% | $6,400-32.3% |
| Admin fee / account holder | $1,427 | $2,585-44.8% | $2,130-33.0% | $11,426-87.5% |