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 7-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 | $25,910 | $82,664-68.7% | $125,339-79.3% | $68,494-62.2% |
| Participation rate | 84.8% | 75.0%+9.7pp | 82.4%+2.4pp | 67.9%+16.9pp |
| Annual return | -20.50% | -5.97%-14.5pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $2,900 | $3,381-14.2% | $4,814-39.8% | $2,596+11.7% |
| Participant deferral / active EE | $6,583 | $6,110+7.7% | $7,446-11.6% | $4,027+63.5% |
| Admin fee / account holder | $6,461 | $6,275+2.9% | $10,010-35.5% | $5,403+19.6% |