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 | $18,573 | $43,327-57.1% | $59,878-69.0% | $64,186-71.1% |
| Participation rate | 78.6% | 69.2%+9.4pp | 74.7%+3.9pp | 69.6%+9.0pp |
| Annual return | -9.94% | -1.55%-8.4pp | 3.46%-13.4pp | 7.63%-17.6pp |
| Employer contribution / active EE | $660 | $2,028-67.5% | $2,722-75.8% | $2,381-72.3% |
| Participant deferral / active EE | $4,129 | $2,546+62.2% | $3,402+21.4% | $3,470+19.0% |
| Admin fee / account holder | $4,817 | $3,005+60.3% | $3,590+34.2% | $4,888-1.5% |