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 7-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 | $65,542 | $142,344-54.0% | $119,609-45.2% | $134,475-51.3% |
| Participation rate | 85.0% | 82.8%+2.2pp | 79.3%+5.7pp | 81.2%+3.8pp |
| Annual return | -20.86% | -12.44%-8.4pp | -14.97%-5.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,741 | $5,222-47.5% | $4,232-35.2% | $4,740-42.2% |
| Participant deferral / active EE | $6,597 | $6,469+2.0% | $5,602+17.8% | $6,400+3.1% |
| Admin fee / account holder | $6,330 | $13,584-53.4% | $10,323-38.7% | $11,426-44.6% |