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 9-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 | $24,093 | $77,813-69.0% | $123,544-80.5% | $64,186-62.5% |
| Participation rate | 74.3% | 74.7%-0.4pp | 82.3%-8.0pp | 69.6%+4.7pp |
| Annual return | -10.49% | 12.48%-23.0pp | 119.20%-129.7pp | 7.63%-18.1pp |
| Employer contribution / active EE | $3,552 | $3,014+17.9% | $4,628-23.2% | $2,381+49.2% |
| Participant deferral / active EE | $7,537 | $5,240+43.8% | $6,426+17.3% | $3,470+117.2% |
| Admin fee / account holder | $3,770 | $5,519-31.7% | $9,284-59.4% | $4,888-22.9% |