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 | $90,419 | $133,958-32.5% | $112,228-19.4% | $134,475-32.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.61% | 47.11%-67.7pp | 27.45%-48.1pp | 417.96%-438.6pp |
| Employer contribution / active EE | $8,558 | $4,038+111.9% | $3,635+135.5% | $4,740+80.6% |
| Participant deferral / active EE | $7,613 | $5,291+43.9% | $4,728+61.0% | $6,400+19.0% |
| Admin fee / account holder | $6,112 | $7,489-18.4% | $6,410-4.7% | $11,426-46.5% |