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 | $76,742 | $73,867+3.9% | $143,757-46.6% | $68,494+12.0% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -22.14% | 1.01%-23.2pp | -0.04%-22.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $2,518 | $3,184-20.9% | $4,951-49.1% | $2,596-3.0% |
| Participant deferral / active EE | $4,759 | $3,384+40.6% | $5,637-15.6% | $4,027+18.2% |
| Admin fee / account holder | $1,925 | $5,755-66.5% | $14,673-86.9% | $5,403-64.4% |