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 | $49,402 | $142,344-65.3% | $119,609-58.7% | $134,475-63.3% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -21.13% | -12.44%-8.7pp | -14.97%-6.2pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,194 | $5,222-58.0% | $4,232-48.1% | $4,740-53.7% |
| Participant deferral / active EE | $9,422 | $6,469+45.6% | $5,602+68.2% | $6,400+47.2% |
| Admin fee / account holder | $1,037 | $13,584-92.4% | $10,323-90.0% | $11,426-90.9% |