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 | $83,732 | $127,386-34.3% | $115,037-27.2% | $125,391-33.2% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | -4.98% | 31.28%-36.3pp | 26.14%-31.1pp | 282.22%-287.2pp |
| Employer contribution / active EE | $2,454 | $5,166-52.5% | $4,608-46.7% | $4,866-49.6% |
| Participant deferral / active EE | $6,891 | $6,423+7.3% | $6,026+14.3% | $5,352+28.8% |
| Admin fee / account holder | $571 | $9,516-94.0% | $8,175-93.0% | $9,540-94.0% |