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 | $89,469 | $167,307-46.5% | $143,757-37.8% | $134,475-33.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -21.10% | 0.46%-21.6pp | -0.04%-21.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $3,478 | $5,619-38.1% | $4,951-29.7% | $4,740-26.6% |
| Participant deferral / active EE | $6,001 | $6,446-6.9% | $5,637+6.5% | $6,400-6.2% |
| Admin fee / account holder | $1,226 | $18,088-93.2% | $14,673-91.6% | $11,426-89.3% |