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 | $47,377 | $167,307-71.7% | $143,757-67.0% | $134,475-64.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -23.78% | 0.46%-24.2pp | -0.04%-23.7pp | 417.96%-441.7pp |
| Employer contribution / active EE | $7,532 | $5,619+34.0% | $4,951+52.1% | $4,740+58.9% |
| Participant deferral / active EE | $10,075 | $6,446+56.3% | $5,637+78.7% | $6,400+57.4% |
| Admin fee / account holder | $781 | $18,088-95.7% | $14,673-94.7% | $11,426-93.2% |