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 | $23,775 | $73,867-67.8% | $143,757-83.5% | $68,494-65.3% |
| Participation rate | 80.8% | 66.7%+14.1pp | 80.3%+0.5pp | 67.9%+12.9pp |
| Annual return | -26.13% | 1.01%-27.1pp | -0.04%-26.1pp | -7.84%-18.3pp |
| Employer contribution / active EE | $1,640 | $3,184-48.5% | $4,951-66.9% | $2,596-36.8% |
| Participant deferral / active EE | $4,451 | $3,384+31.5% | $5,637-21.0% | $4,027+10.5% |
| Admin fee / account holder | $618 | $5,755-89.3% | $14,673-95.8% | $5,403-88.6% |