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 | $27,085 | $73,004-62.9% | $90,749-70.2% | $68,494-60.5% |
| Participation rate | 80.0% | 70.8%+9.2pp | 75.7%+4.3pp | 67.9%+12.1pp |
| Annual return | -28.79% | -13.81%-15.0pp | -12.16%-16.6pp | -7.84%-20.9pp |
| Employer contribution / active EE | $1,728 | $2,193-21.2% | $2,921-40.8% | $2,596-33.4% |
| Participant deferral / active EE | $3,283 | $3,627-9.5% | $4,564-28.1% | $4,027-18.5% |
| Admin fee / account holder | $2,157 | $5,896-63.4% | $8,445-74.5% | $5,403-60.1% |