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 | $25,272 | $71,883-64.8% | $86,677-70.8% | $68,494-63.1% |
| Participation rate | 93.6% | 72.2%+21.4pp | 76.6%+17.0pp | 67.9%+25.7pp |
| Annual return | -19.09% | 3.52%-22.6pp | 35.91%-55.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,831 | $2,173-15.7% | $2,836-35.5% | $2,596-29.5% |
| Participant deferral / active EE | $3,481 | $3,779-7.9% | $4,656-25.2% | $4,027-13.6% |
| Admin fee / account holder | $1,337 | $6,112-78.1% | $7,493-82.2% | $5,403-75.3% |