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 | $29,296 | $43,327-32.4% | $59,878-51.1% | $64,186-54.4% |
| Participation rate | 98.1% | 69.2%+28.9pp | 74.7%+23.4pp | 69.6%+28.5pp |
| Annual return | -8.51% | -1.55%-7.0pp | 3.46%-12.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $6,542 | $2,028+222.5% | $2,722+140.4% | $2,381+174.8% |
| Participant deferral / active EE | $7,048 | $2,546+176.8% | $3,402+107.2% | $3,470+103.1% |
| Admin fee / account holder | $2,209 | $3,005-26.5% | $3,590-38.5% | $4,888-54.8% |