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 3-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 | $94,842 | $122,239-22.4% | $184,203-48.5% | $74,495+27.3% |
| Participation rate | 93.1% | 85.5%+7.6pp | 86.8%+6.3pp | 67.2%+25.9pp |
| Annual return | -40.91% | 19.95%-60.9pp | 28.81%-69.7pp | 1364.94%-1405.9pp |
| Employer contribution / active EE | $21,774 | $4,537+379.9% | $6,427+238.8% | $2,623+730.1% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $13,520 | $1,260+973.3% | $13,901-2.7% | $1,942+596.3% |