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 | $97,793 | $135,635-27.9% | $110,238-11.3% | $135,375-27.8% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -9.51% | 513.19%-522.7pp | 314.74%-324.2pp | 519.73%-529.2pp |
| Employer contribution / active EE | $5,420 | $4,906+10.5% | $3,826+41.6% | $4,779+13.4% |
| Participant deferral / active EE | $4,083 | $5,506-25.8% | $4,672-12.6% | $5,609-27.2% |
| Admin fee / account holder | $2,503 | $11,457-78.2% | $8,547-70.7% | $10,827-76.9% |