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 | $17,706 | $48,046-63.1% | $84,611-79.1% | $72,985-75.7% |
| Participation rate | 98.1% | 57.6%+40.6pp | 68.2%+29.9pp | 69.5%+28.7pp |
| Annual return | -3.77% | 37.38%-41.2pp | 258.74%-262.5pp | 81.00%-84.8pp |
| Employer contribution / active EE | $2,259 | $1,602+41.0% | $2,652-14.8% | $2,440-7.4% |
| Participant deferral / active EE | $0 | $2,680-100.0% | $3,899-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,423 | $3,395-58.1% | $4,912-71.0% | $5,124-72.2% |