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 6-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 | $63,292 | $167,307-62.2% | $143,757-56.0% | $134,475-52.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -23.20% | 0.46%-23.7pp | -0.04%-23.2pp | 417.96%-441.2pp |
| Employer contribution / active EE | $1,422 | $5,619-74.7% | $4,951-71.3% | $4,740-70.0% |
| Participant deferral / active EE | $10,384 | $6,446+61.1% | $5,637+84.2% | $6,400+62.3% |
| Admin fee / account holder | $1,029 | $18,088-94.3% | $14,673-93.0% | $11,426-91.0% |