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 9-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 | $30,460 | $105,860-71.2% | $90,749-66.4% | $134,475-77.3% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -20.53% | -11.01%-9.5pp | -12.16%-8.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,073 | $3,462-69.0% | $2,921-63.3% | $4,740-77.4% |
| Participant deferral / active EE | $5,787 | $5,216+11.0% | $4,564+26.8% | $6,400-9.6% |
| Admin fee / account holder | $571 | $13,938-95.9% | $8,445-93.2% | $11,426-95.0% |