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 | $27,574 | $190,805-85.5% | $159,960-82.8% | $134,475-79.5% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -20.91% | 552.23%-573.1pp | 408.60%-429.5pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,648 | $4,995-67.0% | $4,226-61.0% | $4,740-65.2% |
| Participant deferral / active EE | $6,636 | $6,923-4.1% | $6,182+7.3% | $6,400+3.7% |
| Admin fee / account holder | $362 | $10,471-96.5% | $8,698-95.8% | $11,426-96.8% |