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 | $41,728 | $59,805-30.2% | $79,550-47.5% | $68,494-39.1% |
| Participation rate | 74.7% | 61.1%+13.6pp | 69.5%+5.2pp | 67.9%+6.8pp |
| Annual return | -19.86% | -12.30%-7.6pp | 0.16%-20.0pp | -7.84%-12.0pp |
| Employer contribution / active EE | $3,673 | $1,505+144.1% | $2,413+52.2% | $2,596+41.5% |
| Participant deferral / active EE | $5,546 | $3,024+83.4% | $3,985+39.2% | $4,027+37.7% |
| Admin fee / account holder | $1,783 | $4,835-63.1% | $6,832-73.9% | $5,403-67.0% |