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 | $38,923 | $71,883-45.9% | $86,677-55.1% | $68,494-43.2% |
| Participation rate | 92.1% | 72.2%+19.9pp | 76.6%+15.5pp | 67.9%+24.2pp |
| Annual return | -20.08% | 3.52%-23.6pp | 35.91%-56.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,355 | $2,173+8.4% | $2,836-17.0% | $2,596-9.3% |
| Participant deferral / active EE | $5,244 | $3,779+38.8% | $4,656+12.6% | $4,027+30.2% |
| Admin fee / account holder | $536 | $6,112-91.2% | $7,493-92.8% | $5,403-90.1% |