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 | $36,611 | $73,004-49.9% | $90,749-59.7% | $68,494-46.5% |
| Participation rate | 81.1% | 70.8%+10.3pp | 75.7%+5.4pp | 67.9%+13.2pp |
| Annual return | -18.92% | -13.81%-5.1pp | -12.16%-6.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,414 | $2,193+10.1% | $2,921-17.3% | $2,596-7.0% |
| Participant deferral / active EE | $4,175 | $3,627+15.1% | $4,564-8.5% | $4,027+3.7% |
| Admin fee / account holder | $13,360 | $5,896+126.6% | $8,445+58.2% | $5,403+147.3% |