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 5-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 | $23,743 | $95,862-75.2% | $79,550-70.2% | $134,475-82.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -21.20% | -2.69%-18.5pp | 0.16%-21.4pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,499 | $3,128-52.1% | $2,413-37.9% | $4,740-68.4% |
| Participant deferral / active EE | $3,698 | $4,693-21.2% | $3,985-7.2% | $6,400-42.2% |
| Admin fee / account holder | $2,332 | $9,126-74.4% | $6,832-65.9% | $11,426-79.6% |