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 | $29,810 | $46,674-36.1% | $117,472-74.6% | $68,494-56.5% |
| Participation rate | 83.8% | 56.8%+27.0pp | 70.6%+13.2pp | 67.9%+15.9pp |
| Annual return | -21.13% | -14.52%-6.6pp | 29.74%-50.9pp | -7.84%-13.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,603 | $2,636-39.2% | $4,070-60.6% | $4,027-60.2% |
| Admin fee / account holder | $492 | $4,020-87.8% | $5,645-91.3% | $5,403-90.9% |