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 9-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 | $28,409 | $58,851-51.7% | $115,157-75.3% | $72,985-61.1% |
| Participation rate | 97.5% | 65.5%+31.9pp | 75.9%+21.6pp | 69.5%+28.0pp |
| Annual return | -16.64% | 23.16%-39.8pp | 35.60%-52.2pp | 81.00%-97.6pp |
| Employer contribution / active EE | $4,619 | $1,798+156.9% | $3,179+45.3% | $2,440+89.3% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,168-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,221 | $6,370-65.1% | $7,088-68.7% | $5,124-56.7% |