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 6-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 | $107,613 | $93,024+15.7% | $77,024+39.7% | $134,475-20.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -36.80% | 62.60%-99.4pp | 42.32%-79.1pp | 417.96%-454.8pp |
| Employer contribution / active EE | $20,198 | $3,418+491.0% | $2,812+618.2% | $4,740+326.1% |
| Participant deferral / active EE | $27,800 | $5,238+430.8% | $4,426+528.1% | $6,400+334.4% |
| Admin fee / account holder | $11,284 | $6,944+62.5% | $5,425+108.0% | $11,426-1.2% |