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 | $100,216 | $133,958-25.2% | $112,228-10.7% | $134,475-25.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -30.24% | 47.11%-77.4pp | 27.45%-57.7pp | 417.96%-448.2pp |
| Employer contribution / active EE | $2,050 | $4,038-49.2% | $3,635-43.6% | $4,740-56.8% |
| Participant deferral / active EE | $11,298 | $5,291+113.6% | $4,728+139.0% | $6,400+76.5% |
| Admin fee / account holder | $1,899 | $7,489-74.6% | $6,410-70.4% | $11,426-83.4% |