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 | $84,016 | $115,770-27.4% | $101,248-17.0% | $158,922-47.1% |
| Participation rate | 81.0% | 79.4%+1.6pp | 75.8%+5.1pp | 82.0%-1.0pp |
| Annual return | -1.81% | 56.14%-57.9pp | 46.47%-48.3pp | 302.83%-304.6pp |
| Employer contribution / active EE | $2,116 | $4,175-49.3% | $3,660-42.2% | $4,761-55.6% |
| Participant deferral / active EE | $2,906 | $4,957-41.4% | $4,370-33.5% | $5,982-51.4% |
| Admin fee / account holder | $4,208 | $7,245-41.9% | $5,945-29.2% | $11,246-62.6% |