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 10-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 | $29,059 | $50,958-43.0% | $74,550-61.0% | $64,186-54.7% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.1%+5.9pp | 69.6%+5.4pp |
| Annual return | -12.54% | -1.86%-10.7pp | 32.53%-45.1pp | 7.63%-20.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,919 | $2,301-16.6% | $3,108-38.3% | $3,470-44.7% |
| Admin fee / account holder | $357 | $4,223-91.5% | $5,060-92.9% | $4,888-92.7% |