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 3-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 | $72,284 | $64,839+11.5% | $95,585-24.4% | $84,808-14.8% |
| Participation rate | 97.2% | 63.8%+33.4pp | 72.1%+25.1pp | 68.3%+28.9pp |
| Annual return | -25.24% | -670.96%+645.7pp | 38.56%-63.8pp | 40.90%-66.1pp |
| Employer contribution / active EE | $17,831 | $1,759+913.8% | $2,527+605.8% | $2,631+577.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,023-100.0% | $4,212-100.0% |
| Admin fee / account holder | $11,332 | $5,964+90.0% | $6,127+84.9% | $7,344+54.3% |