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 | $59,861 | $82,664-27.6% | $125,339-52.2% | $68,494-12.6% |
| Participation rate | 80.6% | 75.0%+5.6pp | 82.4%-1.7pp | 67.9%+12.8pp |
| Annual return | -20.65% | -5.97%-14.7pp | 572.05%-592.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $7,174 | $3,381+112.2% | $4,814+49.0% | $2,596+176.3% |
| Participant deferral / active EE | $12,229 | $6,110+100.1% | $7,446+64.2% | $4,027+203.6% |
| Admin fee / account holder | $4,358 | $6,275-30.6% | $10,010-56.5% | $5,403-19.3% |