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 | $63,936 | $82,664-22.7% | $125,339-49.0% | $68,494-6.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.20% | -5.97%-14.2pp | 572.05%-592.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $8,566 | $3,381+153.4% | $4,814+78.0% | $2,596+229.9% |
| Participant deferral / active EE | $6,389 | $6,110+4.6% | $7,446-14.2% | $4,027+58.6% |
| Admin fee / account holder | $6,443 | $6,275+2.7% | $10,010-35.6% | $5,403+19.3% |