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 | $41,210 | $69,010-40.3% | $159,960-74.2% | $68,494-39.8% |
| Participation rate | 97.1% | 65.4%+31.7pp | 78.0%+19.2pp | 67.9%+29.3pp |
| Annual return | -21.81% | -9.65%-12.2pp | 408.60%-430.4pp | -7.84%-14.0pp |
| Employer contribution / active EE | $6,586 | $2,213+197.6% | $4,226+55.9% | $2,596+153.7% |
| Participant deferral / active EE | $10,382 | $4,212+146.5% | $6,182+67.9% | $4,027+157.8% |
| Admin fee / account holder | $725 | $4,798-84.9% | $8,698-91.7% | $5,403-86.6% |