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 7-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 | $120,479 | $167,484-28.1% | $151,611-20.5% | $134,475-10.4% |
| Participation rate | 72.7% | 88.4%-15.7pp | 87.5%-14.8pp | 81.2%-8.5pp |
| Annual return | -21.92% | 7.80%-29.7pp | 3.33%-25.2pp | 417.96%-439.9pp |
| Employer contribution / active EE | $3,902 | $6,829-42.9% | $6,166-36.7% | $4,740-17.7% |
| Participant deferral / active EE | $5,888 | $8,986-34.5% | $8,363-29.6% | $6,400-8.0% |
| Admin fee / account holder | $29,129 | $13,783+111.3% | $11,616+150.8% | $11,426+154.9% |