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 | $19,693 | $167,307-88.2% | $143,757-86.3% | $134,475-85.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -31.51% | 0.46%-32.0pp | -0.04%-31.5pp | 417.96%-449.5pp |
| Employer contribution / active EE | $2,005 | $5,619-64.3% | $4,951-59.5% | $4,740-57.7% |
| Participant deferral / active EE | $2,174 | $6,446-66.3% | $5,637-61.4% | $6,400-66.0% |
| Admin fee / account holder | $2,743 | $18,088-84.8% | $14,673-81.3% | $11,426-76.0% |