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 | $26,589 | $129,942-79.5% | $104,294-74.5% | $134,475-80.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.99% | 42.03%-63.0pp | 24.61%-45.6pp | 417.96%-439.0pp |
| Employer contribution / active EE | $3,605 | $4,184-13.8% | $3,372+6.9% | $4,740-23.9% |
| Participant deferral / active EE | $6,972 | $5,588+24.8% | $4,625+50.7% | $6,400+8.9% |
| Admin fee / account holder | $1,024 | $9,323-89.0% | $7,339-86.0% | $11,426-91.0% |