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 | $32,299 | $100,773-67.9% | $88,946-63.7% | $142,382-77.3% |
| Participation rate | 93.3% | 74.3%+19.0pp | 68.8%+24.5pp | 80.1%+13.2pp |
| Annual return | -3.82% | 70.18%-74.0pp | 57.82%-61.6pp | 217.08%-220.9pp |
| Employer contribution / active EE | $1,986 | $2,918-31.9% | $2,555-22.3% | $4,299-53.8% |
| Participant deferral / active EE | $6,106 | $5,230+16.7% | $4,581+33.3% | $6,507-6.2% |
| Admin fee / account holder | $1,339 | $9,693-86.2% | $8,261-83.8% | $12,624-89.4% |