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 | $54,324 | $100,754-46.1% | $86,677-37.3% | $134,475-59.6% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -22.71% | 29.04%-51.7pp | 35.91%-58.6pp | 417.96%-440.7pp |
| Employer contribution / active EE | $2,834 | $3,489-18.8% | $2,836-0.1% | $4,740-40.2% |
| Participant deferral / active EE | $13,526 | $5,338+153.4% | $4,656+190.5% | $6,400+111.3% |
| Admin fee / account holder | $4,489 | $10,926-58.9% | $7,493-40.1% | $11,426-60.7% |