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 | $48,850 | $64,307-24.0% | $57,343-14.8% | $125,391-61.0% |
| Participation rate | 82.4% | 78.6%+3.7pp | 75.1%+7.3pp | 83.2%-0.8pp |
| Annual return | -9.73% | 25.12%-34.9pp | 24.39%-34.1pp | 282.22%-292.0pp |
| Employer contribution / active EE | $4,272 | $3,193+33.8% | $2,689+58.9% | $4,866-12.2% |
| Participant deferral / active EE | $6,535 | $3,848+69.8% | $3,162+106.6% | $5,352+22.1% |
| Admin fee / account holder | $5,592 | $5,242+6.7% | $3,356+66.6% | $9,540-41.4% |