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 | $24,618 | $87,540-71.9% | $75,781-67.5% | $125,391-80.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -6.27% | 13.48%-19.8pp | 9.68%-15.9pp | 282.22%-288.5pp |
| Employer contribution / active EE | $3,171 | $3,930-19.3% | $3,323-4.6% | $4,866-34.8% |
| Participant deferral / active EE | $3,654 | $4,229-13.6% | $3,651+0.1% | $5,352-31.7% |
| Admin fee / account holder | $663 | $6,502-89.8% | $5,299-87.5% | $9,540-93.1% |