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 | $28,958 | $77,813-62.8% | $123,544-76.6% | $64,186-54.9% |
| Participation rate | 81.0% | 74.7%+6.2pp | 82.3%-1.3pp | 69.6%+11.4pp |
| Annual return | -10.63% | 12.48%-23.1pp | 119.20%-129.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $1,708 | $3,014-43.3% | $4,628-63.1% | $2,381-28.3% |
| Participant deferral / active EE | $10,908 | $5,240+108.2% | $6,426+69.8% | $3,470+214.4% |
| Admin fee / account holder | $1,720 | $5,519-68.8% | $9,284-81.5% | $4,888-64.8% |