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 | $23,533 | $167,307-85.9% | $143,757-83.6% | $134,475-82.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -27.94% | 0.46%-28.4pp | -0.04%-27.9pp | 417.96%-445.9pp |
| Employer contribution / active EE | $5,297 | $5,619-5.7% | $4,951+7.0% | $4,740+11.8% |
| Participant deferral / active EE | $2,946 | $6,446-54.3% | $5,637-47.7% | $6,400-54.0% |
| Admin fee / account holder | $1,467 | $18,088-91.9% | $14,673-90.0% | $11,426-87.2% |