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 | $39,065 | $175,600-77.8% | $129,110-69.7% | $134,475-71.0% |
| Participation rate | 83.3% | 81.6%+1.8pp | 77.3%+6.1pp | 81.2%+2.1pp |
| Annual return | -20.60% | -11.39%-9.2pp | -10.94%-9.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $5,081 | $6,355-20.0% | $5,052+0.6% | $4,740+7.2% |
| Participant deferral / active EE | $10,858 | $7,975+36.1% | $6,542+66.0% | $6,400+69.7% |
| Admin fee / account holder | $3,417 | $23,567-85.5% | $14,302-76.1% | $11,426-70.1% |