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 | $24,350 | $50,958-52.2% | $74,550-67.3% | $64,186-62.1% |
| Participation rate | 74.5% | 61.1%+13.5pp | 69.1%+5.4pp | 69.6%+4.9pp |
| Annual return | -12.01% | -1.86%-10.2pp | 32.53%-44.5pp | 7.63%-19.6pp |
| Employer contribution / active EE | $1,775 | $1,115+59.2% | $1,961-9.5% | $2,381-25.4% |
| Participant deferral / active EE | $3,660 | $2,301+59.0% | $3,108+17.8% | $3,470+5.5% |
| Admin fee / account holder | $3,344 | $4,223-20.8% | $5,060-33.9% | $4,888-31.6% |