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 | $18,990 | $69,518-72.7% | $59,878-68.3% | $135,375-86.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -19.62% | 7.94%-27.6pp | 3.46%-23.1pp | 519.73%-539.4pp |
| Employer contribution / active EE | $3,033 | $3,235-6.2% | $2,722+11.4% | $4,779-36.5% |
| Participant deferral / active EE | $6,257 | $4,206+48.8% | $3,402+83.9% | $5,609+11.6% |
| Admin fee / account holder | $664 | $5,734-88.4% | $3,590-81.5% | $10,827-93.9% |