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 | $87,493 | $135,635-35.5% | $110,238-20.6% | $135,375-35.4% |
| Participation rate | 73.3% | 83.5%-10.1pp | 79.8%-6.5pp | 82.6%-9.3pp |
| Annual return | -9.86% | 513.19%-523.1pp | 314.74%-324.6pp | 519.73%-529.6pp |
| Employer contribution / active EE | $3,134 | $4,906-36.1% | $3,826-18.1% | $4,779-34.4% |
| Participant deferral / active EE | $8,195 | $5,506+48.8% | $4,672+75.4% | $5,609+46.1% |
| Admin fee / account holder | $454 | $11,457-96.0% | $8,547-94.7% | $10,827-95.8% |