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 | $85,155 | $167,484-49.2% | $151,611-43.8% | $134,475-36.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -26.87% | 7.80%-34.7pp | 3.33%-30.2pp | 417.96%-444.8pp |
| Employer contribution / active EE | $2,032 | $6,829-70.2% | $6,166-67.0% | $4,740-57.1% |
| Participant deferral / active EE | $7,131 | $8,986-20.6% | $8,363-14.7% | $6,400+11.4% |
| Admin fee / account holder | $311 | $13,783-97.7% | $11,616-97.3% | $11,426-97.3% |