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 | $44,927 | $183,519-75.5% | $155,509-71.1% | $145,922-69.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | -5.89% | 61.17%-67.1pp | 64.67%-70.6pp | 561.29%-567.2pp |
| Employer contribution / active EE | $3,942 | $5,313-25.8% | $4,672-15.6% | $4,660-15.4% |
| Participant deferral / active EE | $9,635 | $6,462+49.1% | $5,626+71.3% | $6,688+44.1% |
| Admin fee / account holder | $7,034 | $19,313-63.6% | $15,912-55.8% | $13,397-47.5% |