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 6-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 | $89,779 | $118,680-24.4% | $98,907-9.2% | $158,922-43.5% |
| Participation rate | 94.7% | 77.8%+16.9pp | 76.0%+18.7pp | 82.0%+12.8pp |
| Annual return | -26.54% | 372.35%-398.9pp | 196.43%-223.0pp | 302.83%-329.4pp |
| Employer contribution / active EE | $3,152 | $3,333-5.4% | $2,689+17.2% | $4,761-33.8% |
| Participant deferral / active EE | $8,630 | $5,088+69.6% | $4,244+103.3% | $5,982+44.3% |
| Admin fee / account holder | $18,263 | $10,131+80.3% | $6,642+175.0% | $11,246+62.4% |