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 | $36,750 | $142,344-74.2% | $119,609-69.3% | $134,475-72.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.10% | -12.44%-9.7pp | -14.97%-7.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $4,217 | $5,222-19.2% | $4,232-0.4% | $4,740-11.0% |
| Participant deferral / active EE | $8,330 | $6,469+28.8% | $5,602+48.7% | $6,400+30.2% |
| Admin fee / account holder | $1,884 | $13,584-86.1% | $10,323-81.8% | $11,426-83.5% |