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 | $81,136 | $99,640-18.6% | $86,436-6.1% | $134,475-39.7% |
| Participation rate | 92.3% | 82.0%+10.3pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -22.27% | 6782.58%-6804.8pp | 4394.89%-4417.2pp | 417.96%-440.2pp |
| Employer contribution / active EE | $3,509 | $4,400-20.3% | $3,769-6.9% | $4,740-26.0% |
| Participant deferral / active EE | $8,850 | $7,246+22.1% | $6,952+27.3% | $6,400+38.3% |
| Admin fee / account holder | $4,406 | $8,371-47.4% | $6,731-34.5% | $11,426-61.4% |