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 | $33,330 | $142,344-76.6% | $119,609-72.1% | $134,475-75.2% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.3%-9.3pp | 81.2%-11.2pp |
| Annual return | -22.18% | -12.44%-9.7pp | -14.97%-7.2pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,753 | $5,222-47.3% | $4,232-35.0% | $4,740-41.9% |
| Participant deferral / active EE | $3,516 | $6,469-45.7% | $5,602-37.2% | $6,400-45.1% |
| Admin fee / account holder | $2,535 | $13,584-81.3% | $10,323-75.4% | $11,426-77.8% |