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 | $30,741 | $73,867-58.4% | $143,757-78.6% | $68,494-55.1% |
| Participation rate | 98.0% | 66.7%+31.4pp | 80.3%+17.7pp | 67.9%+30.2pp |
| Annual return | -21.73% | 1.01%-22.7pp | -0.04%-21.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,382 | $3,184-56.6% | $4,951-72.1% | $2,596-46.8% |
| Participant deferral / active EE | $1,846 | $3,384-45.5% | $5,637-67.3% | $4,027-54.2% |
| Admin fee / account holder | $1,907 | $5,755-66.9% | $14,673-87.0% | $5,403-64.7% |