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 | $92,461 | $167,484-44.8% | $151,611-39.0% | $134,475-31.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -21.71% | 7.80%-29.5pp | 3.33%-25.0pp | 417.96%-439.7pp |
| Employer contribution / active EE | $7,019 | $6,829+2.8% | $6,166+13.8% | $4,740+48.1% |
| Participant deferral / active EE | $6,037 | $8,986-32.8% | $8,363-27.8% | $6,400-5.7% |
| Admin fee / account holder | $502 | $13,783-96.4% | $11,616-95.7% | $11,426-95.6% |