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 | $58,303 | $82,664-29.5% | $125,339-53.5% | $68,494-14.9% |
| Participation rate | 70.0% | 75.0%-5.0pp | 82.4%-12.4pp | 67.9%+2.1pp |
| Annual return | -20.51% | -5.97%-14.5pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,038 | $3,381-69.3% | $4,814-78.4% | $2,596-60.0% |
| Participant deferral / active EE | $6,930 | $6,110+13.4% | $7,446-6.9% | $4,027+72.1% |
| Admin fee / account holder | $2,377 | $6,275-62.1% | $10,010-76.3% | $5,403-56.0% |