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 | $112,971 | $152,509-25.9% | $117,472-3.8% | $134,475-16.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -23.45% | 52.99%-76.4pp | 29.74%-53.2pp | 417.96%-441.4pp |
| Employer contribution / active EE | $11,920 | $5,571+114.0% | $4,176+185.4% | $4,740+151.5% |
| Participant deferral / active EE | $10,458 | $4,818+117.1% | $4,070+156.9% | $6,400+63.4% |
| Admin fee / account holder | $1,518 | $7,004-78.3% | $5,645-73.1% | $11,426-86.7% |