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 | $18,581 | $42,894-56.7% | $60,874-69.5% | $68,494-72.9% |
| Participation rate | 92.9% | 66.8%+26.1pp | 73.1%+19.7pp | 67.9%+25.0pp |
| Annual return | -18.87% | -13.98%-4.9pp | 16.90%-35.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,082 | $1,978-45.3% | $2,701-60.0% | $2,596-58.3% |
| Participant deferral / active EE | $5,943 | $2,867+107.3% | $3,817+55.7% | $4,027+47.6% |
| Admin fee / account holder | $704 | $3,101-77.3% | $3,224-78.2% | $5,403-87.0% |