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 9-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 | $24,414 | $73,004-66.6% | $90,749-73.1% | $68,494-64.4% |
| Participation rate | 76.9% | 70.8%+6.1pp | 75.7%+1.2pp | 67.9%+9.0pp |
| Annual return | -30.52% | -13.81%-16.7pp | -12.16%-18.4pp | -7.84%-22.7pp |
| Employer contribution / active EE | $3,772 | $2,193+72.0% | $2,921+29.1% | $2,596+45.3% |
| Participant deferral / active EE | $5,639 | $3,627+55.5% | $4,564+23.6% | $4,027+40.0% |
| Admin fee / account holder | $3,992 | $5,896-32.3% | $8,445-52.7% | $5,403-26.1% |