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 | $66,797 | $93,024-28.2% | $77,024-13.3% | $134,475-50.3% |
| Participation rate | 93.3% | 74.5%+18.9pp | 67.9%+25.4pp | 81.2%+12.1pp |
| Annual return | -22.75% | 62.60%-85.3pp | 42.32%-65.1pp | 417.96%-440.7pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,560 | $5,238-51.1% | $4,426-42.2% | $6,400-60.0% |
| Admin fee / account holder | $14,476 | $6,944+108.5% | $5,425+166.8% | $11,426+26.7% |