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 8-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 | $70,129 | $54,350+29.0% | $82,719-15.2% | $68,494+2.4% |
| Participation rate | 91.3% | 63.9%+27.4pp | 72.6%+18.8pp | 67.9%+23.4pp |
| Annual return | -21.01% | -13.67%-7.3pp | 701.18%-722.2pp | -7.84%-13.2pp |
| Employer contribution / active EE | $8,037 | $2,218+262.4% | $3,009+167.1% | $2,596+209.6% |
| Participant deferral / active EE | $6,171 | $3,246+90.1% | $4,395+40.4% | $4,027+53.2% |
| Admin fee / account holder | $1,560 | $4,395-64.5% | $5,329-70.7% | $5,403-71.1% |