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 | $65,441 | $114,047-42.6% | $96,139-31.9% | $167,490-60.9% |
| Participation rate | 70.0% | 75.1%-5.1pp | 68.4%+1.6pp | 82.1%-12.1pp |
| Annual return | -23.73% | 189.88%-213.6pp | 191.94%-215.7pp | 478.56%-502.3pp |
| Employer contribution / active EE | $3,455 | $3,427+0.8% | $2,797+23.5% | $4,837-28.6% |
| Participant deferral / active EE | $9,425 | $5,194+81.5% | $4,349+116.7% | $6,341+48.6% |
| Admin fee / account holder | $1,625 | $6,897-76.4% | $5,537-70.7% | $12,309-86.8% |