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 | $30,875 | $133,958-77.0% | $112,228-72.5% | $134,475-77.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -25.25% | 47.11%-72.4pp | 27.45%-52.7pp | 417.96%-443.2pp |
| Employer contribution / active EE | $3,137 | $4,038-22.3% | $3,635-13.7% | $4,740-33.8% |
| Participant deferral / active EE | $8,802 | $5,291+66.4% | $4,728+86.2% | $6,400+37.5% |
| Admin fee / account holder | $442 | $7,489-94.1% | $6,410-93.1% | $11,426-96.1% |