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 7-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 | $24,013 | $49,280-51.3% | $67,313-64.3% | $64,186-62.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -13.51% | -1.39%-12.1pp | -4.08%-9.4pp | 7.63%-21.1pp |
| Employer contribution / active EE | $386 | $1,668-76.9% | $2,566-85.0% | $2,381-83.8% |
| Participant deferral / active EE | $3,086 | $2,484+24.2% | $3,568-13.5% | $3,470-11.0% |
| Admin fee / account holder | $656 | $3,863-83.0% | $4,507-85.4% | $4,888-86.6% |