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 8-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 | $25,247 | $133,958-81.2% | $112,228-77.5% | $134,475-81.2% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -26.65% | 47.11%-73.8pp | 27.45%-54.1pp | 417.96%-444.6pp |
| Employer contribution / active EE | $14,229 | $4,038+252.4% | $3,635+291.5% | $4,740+200.2% |
| Participant deferral / active EE | $5,569 | $5,291+5.3% | $4,728+17.8% | $6,400-13.0% |
| Admin fee / account holder | $5,415 | $7,489-27.7% | $6,410-15.5% | $11,426-52.6% |