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 | $18,231 | $48,265-62.2% | $68,791-73.5% | $68,494-73.4% |
| Participation rate | 82.6% | 60.7%+21.9pp | 69.0%+13.6pp | 67.9%+14.7pp |
| Annual return | -21.06% | -12.71%-8.4pp | -6.38%-14.7pp | -7.84%-13.2pp |
| Employer contribution / active EE | $888 | $1,829-51.4% | $2,655-66.5% | $2,596-65.8% |
| Participant deferral / active EE | $2,144 | $2,867-25.2% | $3,941-45.6% | $4,027-46.8% |
| Admin fee / account holder | $700 | $4,355-83.9% | $4,932-85.8% | $5,403-87.0% |