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 8-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 | $6,703 | $67,331-90.0% | $60,874-89.0% | $134,475-95.0% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.1%+4.7pp | 81.2%-3.4pp |
| Annual return | -21.34% | 49.93%-71.3pp | 16.90%-38.2pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,317 | $3,096-57.5% | $2,701-51.2% | $4,740-72.2% |
| Participant deferral / active EE | $2,077 | $4,538-54.2% | $3,817-45.6% | $6,400-67.5% |
| Admin fee / account holder | $1,259 | $4,582-72.5% | $3,224-60.9% | $11,426-89.0% |