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 | $17,377 | $73,867-76.5% | $143,757-87.9% | $68,494-74.6% |
| Participation rate | 78.9% | 66.7%+12.3pp | 80.3%-1.4pp | 67.9%+11.1pp |
| Annual return | -20.64% | 1.01%-21.7pp | -0.04%-20.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,010 | $3,184-68.3% | $4,951-79.6% | $2,596-61.1% |
| Participant deferral / active EE | $2,774 | $3,384-18.0% | $5,637-50.8% | $4,027-31.1% |
| Admin fee / account holder | $3,412 | $5,755-40.7% | $14,673-76.7% | $5,403-36.8% |