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 | $48,981 | $176,377-72.2% | $134,143-63.5% | $158,922-69.2% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | -3.58% | 63.63%-67.2pp | 36.33%-39.9pp | 302.83%-306.4pp |
| Employer contribution / active EE | $1,757 | $5,040-65.1% | $3,704-52.6% | $4,761-63.1% |
| Participant deferral / active EE | $1,532 | $4,091-62.6% | $3,499-56.2% | $5,982-74.4% |
| Admin fee / account holder | $28,359 | $8,718+225.3% | $6,684+324.3% | $11,246+152.2% |