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 | $103,357 | $167,307-38.2% | $143,757-28.1% | $134,475-23.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.31% | 0.46%-21.8pp | -0.04%-21.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $25,667 | $5,619+356.8% | $4,951+418.4% | $4,740+441.5% |
| Participant deferral / active EE | $14,691 | $6,446+127.9% | $5,637+160.6% | $6,400+129.6% |
| Admin fee / account holder | $915 | $18,088-94.9% | $14,673-93.8% | $11,426-92.0% |