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 | $23,739 | $82,286-71.2% | $68,791-65.5% | $134,475-82.3% |
| Participation rate | 72.2% | 75.1%-2.8pp | 69.0%+3.2pp | 81.2%-9.0pp |
| Annual return | -23.82% | -2.19%-21.6pp | -6.38%-17.4pp | 417.96%-441.8pp |
| Employer contribution / active EE | $1,582 | $3,301-52.1% | $2,655-40.4% | $4,740-66.6% |
| Participant deferral / active EE | $2,041 | $4,739-56.9% | $3,941-48.2% | $6,400-68.1% |
| Admin fee / account holder | $339 | $6,481-94.8% | $4,932-93.1% | $11,426-97.0% |