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 10-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 | $111,391 | $82,664+34.8% | $125,339-11.1% | $68,494+62.6% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -23.37% | -5.97%-17.4pp | 572.05%-595.4pp | -7.84%-15.5pp |
| Employer contribution / active EE | $1,425 | $3,381-57.8% | $4,814-70.4% | $2,596-45.1% |
| Participant deferral / active EE | $7,744 | $6,110+26.7% | $7,446+4.0% | $4,027+92.3% |
| Admin fee / account holder | $3,252 | $6,275-48.2% | $10,010-67.5% | $5,403-39.8% |