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 7-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 | $27,378 | $167,307-83.6% | $143,757-81.0% | $134,475-79.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -32.88% | 0.46%-33.3pp | -0.04%-32.8pp | 417.96%-450.8pp |
| Employer contribution / active EE | $5,825 | $5,619+3.7% | $4,951+17.6% | $4,740+22.9% |
| Participant deferral / active EE | $11,367 | $6,446+76.4% | $5,637+101.7% | $6,400+77.6% |
| Admin fee / account holder | $1,603 | $18,088-91.1% | $14,673-89.1% | $11,426-86.0% |