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 | $30,397 | $82,664-63.2% | $125,339-75.7% | $68,494-55.6% |
| Participation rate | 95.5% | 75.0%+20.4pp | 82.4%+13.1pp | 67.9%+27.6pp |
| Annual return | -21.77% | -5.97%-15.8pp | 572.05%-593.8pp | -7.84%-13.9pp |
| Employer contribution / active EE | $4,740 | $3,381+40.2% | $4,814-1.5% | $2,596+82.6% |
| Participant deferral / active EE | $9,302 | $6,110+52.2% | $7,446+24.9% | $4,027+131.0% |
| Admin fee / account holder | $2,276 | $6,275-63.7% | $10,010-77.3% | $5,403-57.9% |