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 | $28,023 | $82,664-66.1% | $125,339-77.6% | $68,494-59.1% |
| Participation rate | 71.4% | 75.0%-3.6pp | 82.4%-10.9pp | 67.9%+3.5pp |
| Annual return | -19.61% | -5.97%-13.6pp | 572.05%-591.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $4,382 | $3,381+29.6% | $4,814-9.0% | $2,596+68.8% |
| Participant deferral / active EE | $9,845 | $6,110+61.1% | $7,446+32.2% | $4,027+144.5% |
| Admin fee / account holder | $2,506 | $6,275-60.1% | $10,010-75.0% | $5,403-53.6% |