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 | $54,585 | $42,894+27.3% | $60,874-10.3% | $68,494-20.3% |
| Participation rate | 73.7% | 66.8%+6.9pp | 73.1%+0.6pp | 67.9%+5.8pp |
| Annual return | -19.43% | -13.98%-5.4pp | 16.90%-36.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $6,631 | $1,978+235.2% | $2,701+145.5% | $2,596+155.4% |
| Participant deferral / active EE | $4,695 | $2,867+63.8% | $3,817+23.0% | $4,027+16.6% |
| Admin fee / account holder | $2,518 | $3,101-18.8% | $3,224-21.9% | $5,403-53.4% |