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 | $30,120 | $129,942-76.8% | $104,294-71.1% | $134,475-77.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -26.43% | 42.03%-68.5pp | 24.61%-51.0pp | 417.96%-444.4pp |
| Employer contribution / active EE | $2,668 | $4,184-36.2% | $3,372-20.9% | $4,740-43.7% |
| Participant deferral / active EE | $3,350 | $5,588-40.0% | $4,625-27.6% | $6,400-47.7% |
| Admin fee / account holder | $1,890 | $9,323-79.7% | $7,339-74.3% | $11,426-83.5% |