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 | $34,609 | $180,449-80.8% | $154,107-77.5% | $135,375-74.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -10.93% | 888.09%-899.0pp | 735.12%-746.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,891 | $6,035-68.7% | $5,298-64.3% | $4,779-60.4% |
| Participant deferral / active EE | $4,639 | $5,806-20.1% | $5,081-8.7% | $5,609-17.3% |
| Admin fee / account holder | $443 | $16,143-97.3% | $13,411-96.7% | $10,827-95.9% |