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 | $21,745 | $77,813-72.1% | $123,544-82.4% | $64,186-66.1% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.3%+5.9pp | 69.6%+18.7pp |
| Annual return | -9.90% | 12.48%-22.4pp | 119.20%-129.1pp | 7.63%-17.5pp |
| Employer contribution / active EE | $2,676 | $3,014-11.2% | $4,628-42.2% | $2,381+12.4% |
| Participant deferral / active EE | $4,783 | $5,240-8.7% | $6,426-25.6% | $3,470+37.9% |
| Admin fee / account holder | $1,188 | $5,519-78.5% | $9,284-87.2% | $4,888-75.7% |