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 8-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 | $104,016 | $133,958-22.4% | $112,228-7.3% | $134,475-22.7% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -23.29% | 47.11%-70.4pp | 27.45%-50.7pp | 417.96%-441.3pp |
| Employer contribution / active EE | $3,516 | $4,038-12.9% | $3,635-3.3% | $4,740-25.8% |
| Participant deferral / active EE | $7,421 | $5,291+40.3% | $4,728+57.0% | $6,400+16.0% |
| Admin fee / account holder | $6,089 | $7,489-18.7% | $6,410-5.0% | $11,426-46.7% |