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 | $116,210 | $138,044-15.8% | $125,339-7.3% | $134,475-13.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -30.51% | 750.33%-780.8pp | 572.05%-602.6pp | 417.96%-448.5pp |
| Employer contribution / active EE | $2,576 | $5,243-50.9% | $4,814-46.5% | $4,740-45.7% |
| Participant deferral / active EE | $10,771 | $7,799+38.1% | $7,446+44.6% | $6,400+68.3% |
| Admin fee / account holder | $1,140 | $11,571-90.2% | $10,010-88.6% | $11,426-90.0% |