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 | $88,941 | $152,509-41.7% | $117,472-24.3% | $134,475-33.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -23.76% | 52.99%-76.7pp | 29.74%-53.5pp | 417.96%-441.7pp |
| Employer contribution / active EE | $2,402 | $5,571-56.9% | $4,176-42.5% | $4,740-49.3% |
| Participant deferral / active EE | $11,022 | $4,818+128.8% | $4,070+170.8% | $6,400+72.2% |
| Admin fee / account holder | $1,600 | $7,004-77.2% | $5,645-71.6% | $11,426-86.0% |