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 | $59,506 | $89,753-33.7% | $107,525-44.7% | $84,808-29.8% |
| Participation rate | 83.8% | 68.1%+15.8pp | 75.1%+8.7pp | 68.3%+15.5pp |
| Annual return | -22.32% | 29.48%-51.8pp | 181.32%-203.6pp | 40.90%-63.2pp |
| Employer contribution / active EE | $2,666 | $3,113-14.4% | $3,754-29.0% | $2,631+1.3% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,041 | $7,222-71.7% | $8,919-77.1% | $7,344-72.2% |