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 5-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 | $106,067 | $167,307-36.6% | $143,757-26.2% | $134,475-21.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.88% | 0.46%-23.3pp | -0.04%-22.8pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,620 | $5,619-71.2% | $4,951-67.3% | $4,740-65.8% |
| Participant deferral / active EE | $10,900 | $6,446+69.1% | $5,637+93.4% | $6,400+70.3% |
| Admin fee / account holder | $1,497 | $18,088-91.7% | $14,673-89.8% | $11,426-86.9% |