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 8-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 | $44,012 | $64,707-32.0% | $112,228-60.8% | $68,494-35.7% |
| Participation rate | 72.0% | 67.2%+4.8pp | 75.1%-3.1pp | 67.9%+4.1pp |
| Annual return | -49.50% | -11.40%-38.1pp | 27.45%-77.0pp | -7.84%-41.7pp |
| Employer contribution / active EE | $2,573 | $2,746-6.3% | $3,635-29.2% | $2,596-0.9% |
| Participant deferral / active EE | $4,602 | $3,565+29.1% | $4,728-2.7% | $4,027+14.3% |
| Admin fee / account holder | $1,149 | $5,232-78.0% | $6,410-82.1% | $5,403-78.7% |