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 | $113,138 | $100,754+12.3% | $86,677+30.5% | $134,475-15.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -32.89% | 29.04%-61.9pp | 35.91%-68.8pp | 417.96%-450.9pp |
| Employer contribution / active EE | $2,235 | $3,489-36.0% | $2,836-21.2% | $4,740-52.9% |
| Participant deferral / active EE | $15,833 | $5,338+196.6% | $4,656+240.1% | $6,400+147.4% |
| Admin fee / account holder | $1,263 | $10,926-88.4% | $7,493-83.1% | $11,426-88.9% |