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 | $43,306 | $73,867-41.4% | $143,757-69.9% | $68,494-36.8% |
| Participation rate | 88.1% | 66.7%+21.4pp | 80.3%+7.8pp | 67.9%+20.2pp |
| Annual return | -21.36% | 1.01%-22.4pp | -0.04%-21.3pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,228 | $3,184-61.4% | $4,951-75.2% | $2,596-52.7% |
| Participant deferral / active EE | $2,428 | $3,384-28.3% | $5,637-56.9% | $4,027-39.7% |
| Admin fee / account holder | $2,264 | $5,755-60.7% | $14,673-84.6% | $5,403-58.1% |