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 | $67,989 | $158,817-57.2% | $121,196-43.9% | $135,375-49.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -9.57% | -0.64%-8.9pp | 16.93%-26.5pp | 519.73%-529.3pp |
| Employer contribution / active EE | $6,195 | $5,665+9.4% | $4,022+54.0% | $4,779+29.6% |
| Participant deferral / active EE | $1,766 | $4,005-55.9% | $3,344-47.2% | $5,609-68.5% |
| Admin fee / account holder | $6,875 | $6,512+5.6% | $5,019+37.0% | $10,827-36.5% |