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 | $66,130 | $82,664-20.0% | $125,339-47.2% | $68,494-3.5% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -19.53% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $7,109 | $3,381+110.3% | $4,814+47.7% | $2,596+173.8% |
| Participant deferral / active EE | $13,895 | $6,110+127.4% | $7,446+86.6% | $4,027+245.0% |
| Admin fee / account holder | $427 | $6,275-93.2% | $10,010-95.7% | $5,403-92.1% |