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 | $17,751 | $49,280-64.0% | $67,313-73.6% | $64,186-72.3% |
| Participation rate | 75.7% | 60.8%+14.9pp | 69.1%+6.6pp | 69.6%+6.1pp |
| Annual return | -9.39% | -1.39%-8.0pp | -4.08%-5.3pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,856 | $1,668+11.2% | $2,566-27.7% | $2,381-22.1% |
| Participant deferral / active EE | $3,389 | $2,484+36.4% | $3,568-5.0% | $3,470-2.3% |
| Admin fee / account holder | $773 | $3,863-80.0% | $4,507-82.8% | $4,888-84.2% |