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 | $32,932 | $107,791-69.4% | $90,645-63.7% | $135,375-75.7% |
| Participation rate | 70.0% | 78.0%-8.0pp | 74.0%-4.0pp | 82.6%-12.6pp |
| Annual return | -11.57% | -0.90%-10.7pp | 1.88%-13.5pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,005 | $3,018-33.6% | $2,532-20.8% | $4,779-58.0% |
| Participant deferral / active EE | $3,569 | $3,872-7.8% | $3,425+4.2% | $5,609-36.4% |
| Admin fee / account holder | $361 | $5,930-93.9% | $4,994-92.8% | $10,827-96.7% |