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 | $64,609 | $165,335-60.9% | $149,696-56.8% | $158,922-59.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | -0.66% | 348.15%-348.8pp | 276.60%-277.3pp | 302.83%-303.5pp |
| Employer contribution / active EE | $3,029 | $5,103-40.6% | $4,644-34.8% | $4,761-36.4% |
| Participant deferral / active EE | $4,725 | $7,181-34.2% | $6,842-30.9% | $5,982-21.0% |
| Admin fee / account holder | $387 | $10,807-96.4% | $9,309-95.8% | $11,246-96.6% |