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 | $53,967 | $104,251-48.2% | $91,001-40.7% | $147,584-63.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | -31.09% | 27.06%-58.1pp | 4.60%-35.7pp | 578.55%-609.6pp |
| Employer contribution / active EE | $2,053 | $3,116-34.1% | $2,456-16.4% | $4,876-57.9% |
| Participant deferral / active EE | $2,053 | $4,195-51.1% | $3,547-42.1% | $5,439-62.2% |
| Admin fee / account holder | $1,903 | $8,948-78.7% | $5,417-64.9% | $10,885-82.5% |