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 | $39,234 | $59,805-34.4% | $79,550-50.7% | $68,494-42.7% |
| Participation rate | 84.2% | 61.1%+23.1pp | 69.5%+14.7pp | 67.9%+16.3pp |
| Annual return | -21.01% | -12.30%-8.7pp | 0.16%-21.2pp | -7.84%-13.2pp |
| Employer contribution / active EE | $2,093 | $1,505+39.1% | $2,413-13.3% | $2,596-19.4% |
| Participant deferral / active EE | $4,249 | $3,024+40.5% | $3,985+6.6% | $4,027+5.5% |
| Admin fee / account holder | $1,152 | $4,835-76.2% | $6,832-83.1% | $5,403-78.7% |