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 | $35,571 | $73,933-51.9% | $96,683-63.2% | $75,163-52.7% |
| Participation rate | 94.3% | 66.4%+27.9pp | 74.3%+20.0pp | 67.2%+27.1pp |
| Annual return | -45.90% | 26.70%-72.6pp | 35.69%-81.6pp | 160.62%-206.5pp |
| Employer contribution / active EE | $9,593 | $2,928+227.7% | $3,737+156.7% | $2,670+259.3% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,185 | $5,216-19.8% | $6,730-37.8% | $5,651-25.9% |