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 | $31,060 | $100,754-69.2% | $86,677-64.2% | $134,475-76.9% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -20.66% | 29.04%-49.7pp | 35.91%-56.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,360 | $3,489-32.4% | $2,836-16.8% | $4,740-50.2% |
| Participant deferral / active EE | $5,321 | $5,338-0.3% | $4,656+14.3% | $6,400-16.9% |
| Admin fee / account holder | $609 | $10,926-94.4% | $7,493-91.9% | $11,426-94.7% |