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 7-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 | $15,873 | $133,958-88.2% | $112,228-85.9% | $134,475-88.2% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -23.43% | 47.11%-70.5pp | 27.45%-50.9pp | 417.96%-441.4pp |
| Employer contribution / active EE | $3,444 | $4,038-14.7% | $3,635-5.2% | $4,740-27.3% |
| Participant deferral / active EE | $5,678 | $5,291+7.3% | $4,728+20.1% | $6,400-11.3% |
| Admin fee / account holder | $2,806 | $7,489-62.5% | $6,410-56.2% | $11,426-75.4% |