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 | $16,527 | $73,867-77.6% | $143,757-88.5% | $68,494-75.9% |
| Participation rate | 80.6% | 66.7%+14.0pp | 80.3%+0.3pp | 67.9%+12.8pp |
| Annual return | -44.37% | 1.01%-45.4pp | -0.04%-44.3pp | -7.84%-36.5pp |
| Employer contribution / active EE | $810 | $3,184-74.6% | $4,951-83.6% | $2,596-68.8% |
| Participant deferral / active EE | $2,770 | $3,384-18.2% | $5,637-50.9% | $4,027-31.2% |
| Admin fee / account holder | $320 | $5,755-94.4% | $14,673-97.8% | $5,403-94.1% |