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 | $42,013 | $65,561-35.9% | $86,188-51.3% | $75,163-44.1% |
| Participation rate | 86.9% | 60.5%+26.4pp | 69.0%+17.9pp | 67.2%+19.7pp |
| Annual return | -4.83% | 46.05%-50.9pp | 1168.45%-1173.3pp | 160.62%-165.5pp |
| Employer contribution / active EE | $404 | $1,553-74.0% | $2,380-83.0% | $2,670-84.9% |
| Participant deferral / active EE | $2,004 | $3,024-33.7% | $3,985-49.7% | $4,125-51.4% |
| Admin fee / account holder | $1,511 | $5,474-72.4% | $6,852-77.9% | $5,651-73.3% |