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 9-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 | $19,136 | $45,863-58.3% | $77,024-75.2% | $68,494-72.1% |
| Participation rate | 98.2% | 55.9%+42.3pp | 67.9%+30.3pp | 67.9%+30.3pp |
| Annual return | -23.84% | 1.72%-25.6pp | 42.32%-66.2pp | -7.84%-16.0pp |
| Employer contribution / active EE | $2,540 | $1,650+54.0% | $2,812-9.7% | $2,596-2.2% |
| Participant deferral / active EE | $4,111 | $2,962+38.8% | $4,426-7.1% | $4,027+2.1% |
| Admin fee / account holder | $627 | $3,041-79.4% | $5,425-88.4% | $5,403-88.4% |