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 3-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 | $29,887 | $75,935-60.6% | $60,547-50.6% | $125,391-76.2% |
| Participation rate | 95.7% | 76.5%+19.1pp | 68.0%+27.7pp | 83.2%+12.5pp |
| Annual return | -16.24% | -5.38%-10.9pp | 335.64%-351.9pp | 282.22%-298.5pp |
| Employer contribution / active EE | $3,919 | $3,438+14.0% | $2,419+62.0% | $4,866-19.5% |
| Participant deferral / active EE | $5,017 | $4,506+11.3% | $3,328+50.8% | $5,352-6.2% |
| Admin fee / account holder | $798 | $6,768-88.2% | $4,536-82.4% | $9,540-91.6% |