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 | $45,369 | $97,044-53.2% | $83,333-45.6% | $135,375-66.5% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -11.38% | 12.31%-23.7pp | 10.63%-22.0pp | 519.73%-531.1pp |
| Employer contribution / active EE | $1,724 | $4,143-58.4% | $3,379-49.0% | $4,779-63.9% |
| Participant deferral / active EE | $5,351 | $5,964-10.3% | $5,565-3.8% | $5,609-4.6% |
| Admin fee / account holder | $856 | $8,380-89.8% | $7,510-88.6% | $10,827-92.1% |