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 8-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 | $32,106 | $56,357-43.0% | $104,294-69.2% | $68,494-53.1% |
| Participation rate | 86.7% | 63.3%+23.4pp | 73.3%+13.4pp | 67.9%+18.8pp |
| Annual return | -19.37% | -9.19%-10.2pp | 24.61%-44.0pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,780 | $1,960-9.2% | $3,372-47.2% | $2,596-31.5% |
| Participant deferral / active EE | $3,012 | $3,077-2.1% | $4,625-34.9% | $4,027-25.2% |
| Admin fee / account holder | $2,226 | $4,903-54.6% | $7,339-69.7% | $5,403-58.8% |