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 | $27,819 | $62,586-55.6% | $76,768-63.8% | $64,186-56.7% |
| Participation rate | 76.9% | 72.8%+4.1pp | 77.0%0pp | 69.6%+7.4pp |
| Annual return | -7.77% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,995 | $1,832+8.9% | $2,485-19.7% | $2,381-16.2% |
| Participant deferral / active EE | $4,666 | $3,145+48.4% | $3,852+21.1% | $3,470+34.5% |
| Admin fee / account holder | $1,566 | $4,667-66.4% | $6,675-76.5% | $4,888-68.0% |