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 | $24,162 | $73,867-67.3% | $143,757-83.2% | $68,494-64.7% |
| Participation rate | 77.8% | 66.7%+11.1pp | 80.3%-2.5pp | 67.9%+9.9pp |
| Annual return | -20.75% | 1.01%-21.8pp | -0.04%-20.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $4,174 | $3,184+31.1% | $4,951-15.7% | $2,596+60.8% |
| Participant deferral / active EE | $2,011 | $3,384-40.6% | $5,637-64.3% | $4,027-50.1% |
| Admin fee / account holder | $611 | $5,755-89.4% | $14,673-95.8% | $5,403-88.7% |