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 | $79,534 | $106,115-25.0% | $85,969-7.5% | $125,391-36.6% |
| Participation rate | 71.4% | 84.1%-12.6pp | 76.5%-5.1pp | 83.2%-11.8pp |
| Annual return | -4.26% | 13.93%-18.2pp | 9.32%-13.6pp | 282.22%-286.5pp |
| Employer contribution / active EE | $1,169 | $4,537-74.2% | $3,474-66.4% | $4,866-76.0% |
| Participant deferral / active EE | $3,074 | $4,859-36.7% | $3,829-19.7% | $5,352-42.6% |
| Admin fee / account holder | $5,269 | $8,144-35.3% | $6,053-13.0% | $9,540-44.8% |