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 | $32,133 | $142,344-77.4% | $119,609-73.1% | $134,475-76.1% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -21.86% | -12.44%-9.4pp | -14.97%-6.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $2,348 | $5,222-55.0% | $4,232-44.5% | $4,740-50.5% |
| Participant deferral / active EE | $7,788 | $6,469+20.4% | $5,602+39.0% | $6,400+21.7% |
| Admin fee / account holder | $616 | $13,584-95.5% | $10,323-94.0% | $11,426-94.6% |