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 | $58,862 | $82,664-28.8% | $125,339-53.0% | $68,494-14.1% |
| Participation rate | 82.7% | 75.0%+7.6pp | 82.4%+0.3pp | 67.9%+14.8pp |
| Annual return | -19.42% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $7,422 | $3,381+119.5% | $4,814+54.2% | $2,596+185.9% |
| Participant deferral / active EE | $7,498 | $6,110+22.7% | $7,446+0.7% | $4,027+86.2% |
| Admin fee / account holder | $2,366 | $6,275-62.3% | $10,010-76.4% | $5,403-56.2% |