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 | $14,726 | $56,484-73.9% | $169,463-91.3% | $64,186-77.1% |
| Participation rate | 79.3% | 64.5%+14.7pp | 77.8%+1.5pp | 69.6%+9.7pp |
| Annual return | -9.42% | -1.55%-7.9pp | 1.83%-11.2pp | 7.63%-17.1pp |
| Employer contribution / active EE | $888 | $1,832-51.6% | $4,159-78.7% | $2,381-62.7% |
| Participant deferral / active EE | $2,965 | $3,448-14.0% | $5,277-43.8% | $3,470-14.5% |
| Admin fee / account holder | $4,919 | $4,174+17.8% | $9,109-46.0% | $4,888+0.6% |