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 | $24,132 | $167,484-85.6% | $151,611-84.1% | $134,475-82.1% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -25.95% | 7.80%-33.8pp | 3.33%-29.3pp | 417.96%-443.9pp |
| Employer contribution / active EE | $3,716 | $6,829-45.6% | $6,166-39.7% | $4,740-21.6% |
| Participant deferral / active EE | $7,168 | $8,986-20.2% | $8,363-14.3% | $6,400+12.0% |
| Admin fee / account holder | $423 | $13,783-96.9% | $11,616-96.4% | $11,426-96.3% |