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 | $26,637 | $59,805-55.5% | $79,550-66.5% | $68,494-61.1% |
| Participation rate | 93.2% | 61.1%+32.2pp | 69.5%+23.7pp | 67.9%+25.3pp |
| Annual return | -20.08% | -12.30%-7.8pp | 0.16%-20.2pp | -7.84%-12.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,520 | $3,024+82.5% | $3,985+38.5% | $4,027+37.1% |
| Admin fee / account holder | $2,245 | $4,835-53.6% | $6,832-67.1% | $5,403-58.5% |