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 | $16,657 | $57,354-71.0% | $83,848-80.1% | $64,186-74.0% |
| Participation rate | 86.3% | 68.6%+17.7pp | 76.1%+10.1pp | 69.6%+16.7pp |
| Annual return | -11.07% | 11.38%-22.5pp | 850.88%-861.9pp | 7.63%-18.7pp |
| Employer contribution / active EE | $954 | $2,545-62.5% | $3,631-73.7% | $2,381-59.9% |
| Participant deferral / active EE | $1,531 | $2,993-48.9% | $4,082-62.5% | $3,470-55.9% |
| Admin fee / account holder | $1,183 | $4,046-70.7% | $5,478-78.4% | $4,888-75.8% |