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 3-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 | $45,871 | $177,572-74.2% | $154,803-70.4% | $142,382-67.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | -16.02% | 65.07%-81.1pp | 58.88%-74.9pp | 217.08%-233.1pp |
| Employer contribution / active EE | $1,185 | $4,810-75.4% | $4,305-72.5% | $4,299-72.4% |
| Participant deferral / active EE | $7,980 | $6,272+27.2% | $5,540+44.0% | $6,507+22.6% |
| Admin fee / account holder | $12,756 | $16,786-24.0% | $14,329-11.0% | $12,624+1.1% |