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 | $33,873 | $81,900-58.6% | $119,609-71.7% | $68,494-50.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -19.27% | -23.82%+4.6pp | -14.97%-4.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $3,346 | $2,693+24.2% | $4,232-20.9% | $2,596+28.9% |
| Participant deferral / active EE | $9,262 | $4,148+123.3% | $5,602+65.3% | $4,027+130.0% |
| Admin fee / account holder | $7,085 | $6,582+7.6% | $10,323-31.4% | $5,403+31.1% |