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 | $33,027 | $82,664-60.0% | $125,339-73.6% | $68,494-51.8% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -25.97% | -5.97%-20.0pp | 572.05%-598.0pp | -7.84%-18.1pp |
| Employer contribution / active EE | $1,635 | $3,381-51.6% | $4,814-66.0% | $2,596-37.0% |
| Participant deferral / active EE | $3,181 | $6,110-47.9% | $7,446-57.3% | $4,027-21.0% |
| Admin fee / account holder | $470 | $6,275-92.5% | $10,010-95.3% | $5,403-91.3% |