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 | $26,862 | $142,344-81.1% | $119,609-77.5% | $134,475-80.0% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -22.91% | -12.44%-10.5pp | -14.97%-7.9pp | 417.96%-440.9pp |
| Employer contribution / active EE | $2,964 | $5,222-43.3% | $4,232-30.0% | $4,740-37.5% |
| Participant deferral / active EE | $6,572 | $6,469+1.6% | $5,602+17.3% | $6,400+2.7% |
| Admin fee / account holder | $568 | $13,584-95.8% | $10,323-94.5% | $11,426-95.0% |