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 8-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 | $28,024 | $82,664-66.1% | $125,339-77.6% | $68,494-59.1% |
| Participation rate | 92.2% | 75.0%+17.1pp | 82.4%+9.8pp | 67.9%+24.3pp |
| Annual return | -20.85% | -5.97%-14.9pp | 572.05%-592.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $7,576 | $3,381+124.1% | $4,814+57.4% | $2,596+191.8% |
| Participant deferral / active EE | $17,182 | $6,110+181.2% | $7,446+130.7% | $4,027+326.6% |
| Admin fee / account holder | $5,176 | $6,275-17.5% | $10,010-48.3% | $5,403-4.2% |