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 | $32,173 | $133,958-76.0% | $112,228-71.3% | $134,475-76.1% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -21.24% | 47.11%-68.4pp | 27.45%-48.7pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,943 | $4,038-27.1% | $3,635-19.0% | $4,740-37.9% |
| Participant deferral / active EE | $8,011 | $5,291+51.4% | $4,728+69.4% | $6,400+25.2% |
| Admin fee / account holder | $2,060 | $7,489-72.5% | $6,410-67.9% | $11,426-82.0% |