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 | $125,681 | $167,307-24.9% | $143,757-12.6% | $134,475-6.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -23.28% | 0.46%-23.7pp | -0.04%-23.2pp | 417.96%-441.2pp |
| Employer contribution / active EE | $3,160 | $5,619-43.8% | $4,951-36.2% | $4,740-33.3% |
| Participant deferral / active EE | $5,467 | $6,446-15.2% | $5,637-3.0% | $6,400-14.6% |
| Admin fee / account holder | $553 | $18,088-96.9% | $14,673-96.2% | $11,426-95.2% |