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 9-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 | $52,099 | $73,867-29.5% | $143,757-63.8% | $68,494-23.9% |
| Participation rate | 76.3% | 66.7%+9.6pp | 80.3%-4.0pp | 67.9%+8.4pp |
| Annual return | -22.01% | 1.01%-23.0pp | -0.04%-22.0pp | -7.84%-14.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,895 | $3,384+221.9% | $5,637+93.3% | $4,027+170.5% |
| Admin fee / account holder | $641 | $5,755-88.9% | $14,673-95.6% | $5,403-88.1% |