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 5-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 | $15,494 | $133,958-88.4% | $112,228-86.2% | $134,475-88.5% |
| Participation rate | 76.2% | 78.6%-2.4pp | 75.1%+1.1pp | 81.2%-5.0pp |
| Annual return | -27.92% | 47.11%-75.0pp | 27.45%-55.4pp | 417.96%-445.9pp |
| Employer contribution / active EE | $3,416 | $4,038-15.4% | $3,635-6.0% | $4,740-27.9% |
| Participant deferral / active EE | $6,190 | $5,291+17.0% | $4,728+30.9% | $6,400-3.3% |
| Admin fee / account holder | $616 | $7,489-91.8% | $6,410-90.4% | $11,426-94.6% |