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 | $20,685 | $167,307-87.6% | $143,757-85.6% | $134,475-84.6% |
| Participation rate | 72.2% | 84.8%-12.6pp | 80.3%-8.1pp | 81.2%-9.0pp |
| Annual return | -29.35% | 0.46%-29.8pp | -0.04%-29.3pp | 417.96%-447.3pp |
| Employer contribution / active EE | $2,835 | $5,619-49.6% | $4,951-42.7% | $4,740-40.2% |
| Participant deferral / active EE | $6,065 | $6,446-5.9% | $5,637+7.6% | $6,400-5.2% |
| Admin fee / account holder | $862 | $18,088-95.2% | $14,673-94.1% | $11,426-92.5% |