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 | $31,446 | $64,707-51.4% | $112,228-72.0% | $68,494-54.1% |
| Participation rate | 70.0% | 67.2%+2.8pp | 75.1%-5.1pp | 67.9%+2.1pp |
| Annual return | -21.91% | -11.40%-10.5pp | 27.45%-49.4pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,752 | $2,746-36.2% | $3,635-51.8% | $2,596-32.5% |
| Participant deferral / active EE | $3,698 | $3,565+3.7% | $4,728-21.8% | $4,027-8.2% |
| Admin fee / account holder | $544 | $5,232-89.6% | $6,410-91.5% | $5,403-89.9% |