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 | $57,813 | $167,307-65.4% | $143,757-59.8% | $134,475-57.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -22.71% | 0.46%-23.2pp | -0.04%-22.7pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,884 | $5,619-66.5% | $4,951-61.9% | $4,740-60.2% |
| Participant deferral / active EE | $9,864 | $6,446+53.0% | $5,637+75.0% | $6,400+54.1% |
| Admin fee / account holder | $306 | $18,088-98.3% | $14,673-97.9% | $11,426-97.3% |