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 | $22,989 | $138,065-83.3% | $123,544-81.4% | $135,375-83.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -17.73% | 153.68%-171.4pp | 119.20%-136.9pp | 519.73%-537.5pp |
| Employer contribution / active EE | $5,328 | $5,151+3.4% | $4,628+15.1% | $4,779+11.5% |
| Participant deferral / active EE | $12,560 | $6,799+84.7% | $6,426+95.5% | $5,609+123.9% |
| Admin fee / account holder | $13,153 | $10,916+20.5% | $9,284+41.7% | $10,827+21.5% |