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 | $62,989 | $63,442-0.7% | $68,791-8.4% | $66,914-5.9% |
| Participation rate | 98.1% | 60.0%+38.1pp | 69.0%+29.1pp | 69.8%+28.3pp |
| Annual return | -18.91% | -8.29%-10.6pp | -6.38%-12.5pp | 1.58%-20.5pp |
| Employer contribution / active EE | $7,499 | $1,775+322.5% | $2,655+182.4% | $2,544+194.8% |
| Participant deferral / active EE | $10,063 | $2,945+241.8% | $3,941+155.3% | $4,237+137.5% |
| Admin fee / account holder | $1,625 | $577+181.5% | $4,932-67.0% | $593+174.0% |