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 | $39,695 | $73,004-45.6% | $90,749-56.3% | $68,494-42.0% |
| Participation rate | 89.6% | 70.8%+18.7pp | 75.7%+13.9pp | 67.9%+21.7pp |
| Annual return | -21.30% | -13.81%-7.5pp | -12.16%-9.1pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,991 | $2,193-9.2% | $2,921-31.8% | $2,596-23.3% |
| Participant deferral / active EE | $3,112 | $3,627-14.2% | $4,564-31.8% | $4,027-22.7% |
| Admin fee / account holder | $595 | $5,896-89.9% | $8,445-92.9% | $5,403-89.0% |