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 9-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 | $35,563 | $73,867-51.9% | $143,757-75.3% | $68,494-48.1% |
| Participation rate | 98.3% | 66.7%+31.6pp | 80.3%+18.0pp | 67.9%+30.4pp |
| Annual return | -20.63% | 1.01%-21.6pp | -0.04%-20.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $7,355 | $3,184+131.0% | $4,951+48.6% | $2,596+183.3% |
| Participant deferral / active EE | $13,046 | $3,384+285.5% | $5,637+131.4% | $4,027+223.9% |
| Admin fee / account holder | $5,678 | $5,755-1.3% | $14,673-61.3% | $5,403+5.1% |