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 | $72,248 | $92,222-21.7% | $76,768-5.9% | $135,375-46.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.42% | 5.46%-15.9pp | 2.43%-12.8pp | 519.73%-530.2pp |
| Employer contribution / active EE | $8,609 | $3,216+167.7% | $2,485+246.4% | $4,779+80.1% |
| Participant deferral / active EE | $21,788 | $4,509+383.2% | $3,852+465.7% | $5,609+288.5% |
| Admin fee / account holder | $833 | $10,748-92.2% | $6,675-87.5% | $10,827-92.3% |