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 6-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 | $48,122 | $82,664-41.8% | $125,339-61.6% | $68,494-29.7% |
| Participation rate | 74.2% | 75.0%-0.8pp | 82.4%-8.2pp | 67.9%+6.3pp |
| Annual return | -22.61% | -5.97%-16.6pp | 572.05%-594.7pp | -7.84%-14.8pp |
| Employer contribution / active EE | $3,284 | $3,381-2.9% | $4,814-31.8% | $2,596+26.5% |
| Participant deferral / active EE | $11,945 | $6,110+95.5% | $7,446+60.4% | $4,027+196.6% |
| Admin fee / account holder | $544 | $6,275-91.3% | $10,010-94.6% | $5,403-89.9% |