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 9-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 | $97,502 | $92,703+5.2% | $82,719+17.9% | $134,475-27.5% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -25.58% | 944.92%-970.5pp | 701.18%-726.8pp | 417.96%-443.5pp |
| Employer contribution / active EE | $1,928 | $3,274-41.1% | $3,009-35.9% | $4,740-59.3% |
| Participant deferral / active EE | $7,251 | $4,802+51.0% | $4,395+65.0% | $6,400+13.3% |
| Admin fee / account holder | $693 | $5,983-88.4% | $5,329-87.0% | $11,426-93.9% |