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 | $111,633 | $167,307-33.3% | $143,757-22.3% | $134,475-17.0% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -21.43% | 0.46%-21.9pp | -0.04%-21.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $17,261 | $5,619+207.2% | $4,951+248.6% | $4,740+264.2% |
| Participant deferral / active EE | $10,239 | $6,446+58.8% | $5,637+81.6% | $6,400+60.0% |
| Admin fee / account holder | $7,355 | $18,088-59.3% | $14,673-49.9% | $11,426-35.6% |