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 6-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 | $26,976 | $71,883-62.5% | $86,677-68.9% | $68,494-60.6% |
| Participation rate | 91.4% | 72.2%+19.2pp | 76.6%+14.9pp | 67.9%+23.5pp |
| Annual return | -19.51% | 3.52%-23.0pp | 35.91%-55.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $3,006 | $2,173+38.4% | $2,836+6.0% | $2,596+15.8% |
| Participant deferral / active EE | $7,136 | $3,779+88.8% | $4,656+53.3% | $4,027+77.2% |
| Admin fee / account holder | $561 | $6,112-90.8% | $7,493-92.5% | $5,403-89.6% |