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 | $21,625 | $77,813-72.2% | $123,544-82.5% | $64,186-66.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.48% | 12.48%-21.0pp | 119.20%-127.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,916 | $3,014-3.2% | $4,628-37.0% | $2,381+22.5% |
| Participant deferral / active EE | $5,251 | $5,240+0.2% | $6,426-18.3% | $3,470+51.3% |
| Admin fee / account holder | $342 | $5,519-93.8% | $9,284-96.3% | $4,888-93.0% |