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 | $39,296 | $142,344-72.4% | $119,609-67.1% | $134,475-70.8% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -21.52% | -12.44%-9.1pp | -14.97%-6.6pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,591 | $5,222-50.4% | $4,232-38.8% | $4,740-45.3% |
| Participant deferral / active EE | $9,130 | $6,469+41.1% | $5,602+63.0% | $6,400+42.7% |
| Admin fee / account holder | $1,219 | $13,584-91.0% | $10,323-88.2% | $11,426-89.3% |