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 | $23,532 | $138,065-83.0% | $123,544-81.0% | $135,375-82.6% |
| Participation rate | 73.9% | 84.7%-10.8pp | 82.3%-8.4pp | 82.6%-8.7pp |
| Annual return | -15.73% | 153.68%-169.4pp | 119.20%-134.9pp | 519.73%-535.5pp |
| Employer contribution / active EE | $3,231 | $5,151-37.3% | $4,628-30.2% | $4,779-32.4% |
| Participant deferral / active EE | $6,548 | $6,799-3.7% | $6,426+1.9% | $5,609+16.7% |
| Admin fee / account holder | $1,816 | $10,916-83.4% | $9,284-80.4% | $10,827-83.2% |