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 | $60,204 | $129,942-53.7% | $104,294-42.3% | $134,475-55.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -23.78% | 42.03%-65.8pp | 24.61%-48.4pp | 417.96%-441.7pp |
| Employer contribution / active EE | $2,675 | $4,184-36.1% | $3,372-20.7% | $4,740-43.6% |
| Participant deferral / active EE | $8,433 | $5,588+50.9% | $4,625+82.3% | $6,400+31.8% |
| Admin fee / account holder | $3,903 | $9,323-58.1% | $7,339-46.8% | $11,426-65.8% |