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 | $40,311 | $129,942-69.0% | $104,294-61.3% | $134,475-70.0% |
| Participation rate | 77.8% | 79.5%-1.7pp | 73.3%+4.5pp | 81.2%-3.4pp |
| Annual return | -22.61% | 42.03%-64.6pp | 24.61%-47.2pp | 417.96%-440.6pp |
| Employer contribution / active EE | $1,827 | $4,184-56.3% | $3,372-45.8% | $4,740-61.4% |
| Participant deferral / active EE | $6,479 | $5,588+15.9% | $4,625+40.1% | $6,400+1.2% |
| Admin fee / account holder | $500 | $9,323-94.6% | $7,339-93.2% | $11,426-95.6% |