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 | $38,251 | $62,586-38.9% | $76,768-50.2% | $64,186-40.4% |
| Participation rate | 85.3% | 72.8%+12.5pp | 77.0%+8.3pp | 69.6%+15.7pp |
| Annual return | -9.19% | -1.95%-7.2pp | 2.43%-11.6pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,060 | $1,832-42.1% | $2,485-57.3% | $2,381-55.5% |
| Participant deferral / active EE | $2,361 | $3,145-24.9% | $3,852-38.7% | $3,470-32.0% |
| Admin fee / account holder | $824 | $4,667-82.3% | $6,675-87.7% | $4,888-83.1% |