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 8-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 | $42,379 | $64,707-34.5% | $112,228-62.2% | $68,494-38.1% |
| Participation rate | 75.7% | 67.2%+8.5pp | 75.1%+0.6pp | 67.9%+7.8pp |
| Annual return | -21.30% | -11.40%-9.9pp | 27.45%-48.7pp | -7.84%-13.5pp |
| Employer contribution / active EE | $2,230 | $2,746-18.8% | $3,635-38.6% | $2,596-14.1% |
| Participant deferral / active EE | $4,937 | $3,565+38.5% | $4,728+4.4% | $4,027+22.6% |
| Admin fee / account holder | $1,330 | $5,232-74.6% | $6,410-79.2% | $5,403-75.4% |