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 | $39,051 | $56,484-30.9% | $169,463-77.0% | $64,186-39.2% |
| Participation rate | 76.4% | 64.5%+11.9pp | 77.8%-1.4pp | 69.6%+6.8pp |
| Annual return | -8.34% | -1.55%-6.8pp | 1.83%-10.2pp | 7.63%-16.0pp |
| Employer contribution / active EE | $378 | $1,832-79.4% | $4,159-90.9% | $2,381-84.1% |
| Participant deferral / active EE | $2,013 | $3,448-41.6% | $5,277-61.8% | $3,470-42.0% |
| Admin fee / account holder | $1,092 | $4,174-73.9% | $9,109-88.0% | $4,888-77.7% |