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 | $120,443 | $228,332-47.3% | $185,823-35.2% | $158,922-24.2% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | -3.61% | 40.80%-44.4pp | 35.95%-39.6pp | 302.83%-306.4pp |
| Employer contribution / active EE | $2,478 | $4,967-50.1% | $4,087-39.4% | $4,761-48.0% |
| Participant deferral / active EE | $3,048 | $6,415-52.5% | $5,632-45.9% | $5,982-49.1% |
| Admin fee / account holder | $274,902 | $11,864+2217.1% | $9,500+2793.6% | $11,246+2344.5% |