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 | $25,260 | $81,900-69.2% | $119,609-78.9% | $68,494-63.1% |
| Participation rate | 97.5% | 71.9%+25.6pp | 79.3%+18.2pp | 67.9%+29.6pp |
| Annual return | -19.14% | -23.82%+4.7pp | -14.97%-4.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,870 | $2,693+43.7% | $4,232-8.5% | $2,596+49.1% |
| Participant deferral / active EE | $8,211 | $4,148+98.0% | $5,602+46.6% | $4,027+103.9% |
| Admin fee / account holder | $1,846 | $6,582-72.0% | $10,323-82.1% | $5,403-65.8% |