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 5-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 | $84,312 | $89,753-6.1% | $107,525-21.6% | $84,808-0.6% |
| Participation rate | 94.6% | 68.1%+26.5pp | 75.1%+19.5pp | 68.3%+26.3pp |
| Annual return | -9.34% | 29.48%-38.8pp | 181.32%-190.7pp | 40.90%-50.2pp |
| Employer contribution / active EE | $5,253 | $3,113+68.7% | $3,754+40.0% | $2,631+99.7% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $956 | $7,222-86.8% | $8,919-89.3% | $7,344-87.0% |