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 5-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 | $35,073 | $167,307-79.0% | $143,757-75.6% | $134,475-73.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -29.90% | 0.46%-30.4pp | -0.04%-29.9pp | 417.96%-447.9pp |
| Employer contribution / active EE | $4,986 | $5,619-11.3% | $4,951+0.7% | $4,740+5.2% |
| Participant deferral / active EE | $5,595 | $6,446-13.2% | $5,637-0.8% | $6,400-12.6% |
| Admin fee / account holder | $2,822 | $18,088-84.4% | $14,673-80.8% | $11,426-75.3% |