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 | $18,220 | $133,958-86.4% | $112,228-83.8% | $134,475-86.5% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -22.44% | 47.11%-69.6pp | 27.45%-49.9pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,793 | $4,038-55.6% | $3,635-50.7% | $4,740-62.2% |
| Participant deferral / active EE | $5,173 | $5,291-2.2% | $4,728+9.4% | $6,400-19.2% |
| Admin fee / account holder | $15,886 | $7,489+112.1% | $6,410+147.8% | $11,426+39.0% |