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 5-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 | $24,127 | $142,344-83.0% | $119,609-79.8% | $134,475-82.1% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -24.52% | -12.44%-12.1pp | -14.97%-9.5pp | 417.96%-442.5pp |
| Employer contribution / active EE | $4,431 | $5,222-15.1% | $4,232+4.7% | $4,740-6.5% |
| Participant deferral / active EE | $9,089 | $6,469+40.5% | $5,602+62.3% | $6,400+42.0% |
| Admin fee / account holder | $2,483 | $13,584-81.7% | $10,323-76.0% | $11,426-78.3% |