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 | $13,776 | $133,958-89.7% | $112,228-87.7% | $134,475-89.8% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -21.25% | 47.11%-68.4pp | 27.45%-48.7pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,958 | $4,038-51.5% | $3,635-46.1% | $4,740-58.7% |
| Participant deferral / active EE | $3,052 | $5,291-42.3% | $4,728-35.5% | $6,400-52.3% |
| Admin fee / account holder | $3,422 | $7,489-54.3% | $6,410-46.6% | $11,426-70.1% |