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 7-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 | $62,866 | $167,307-62.4% | $143,757-56.3% | $134,475-53.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -24.53% | 0.46%-25.0pp | -0.04%-24.5pp | 417.96%-442.5pp |
| Employer contribution / active EE | $1,531 | $5,619-72.8% | $4,951-69.1% | $4,740-67.7% |
| Participant deferral / active EE | $5,580 | $6,446-13.4% | $5,637-1.0% | $6,400-12.8% |
| Admin fee / account holder | $1,986 | $18,088-89.0% | $14,673-86.5% | $11,426-82.6% |