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 | $51,767 | $197,825-73.8% | $155,790-66.8% | $125,391-58.7% |
| Participation rate | 85.7% | 82.1%+3.6pp | 76.1%+9.6pp | 83.2%+2.5pp |
| Annual return | -5.82% | 86.74%-92.6pp | 71.54%-77.4pp | 282.22%-288.0pp |
| Employer contribution / active EE | $1,123 | $4,847-76.8% | $3,836-70.7% | $4,866-76.9% |
| Participant deferral / active EE | $5,980 | $5,630+6.2% | $4,797+24.7% | $5,352+11.7% |
| Admin fee / account holder | $1,183 | $9,545-87.6% | $7,478-84.2% | $9,540-87.6% |