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 | $40,758 | $131,829-69.1% | $108,579-62.5% | $273,961-85.1% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.6%+12.7pp | 83.0%+9.3pp |
| Annual return | 0.78% | -91.57%+92.3pp | -51.70%+52.5pp | 41.45%-40.7pp |
| Employer contribution / active EE | $2,954 | $4,912-39.9% | $3,758-21.4% | $4,869-39.3% |
| Participant deferral / active EE | $3,292 | $5,127-35.8% | $4,311-23.6% | $5,287-37.7% |
| Admin fee / account holder | $204,731 | $10,252+1897.0% | $7,645+2578.0% | $10,132+1920.6% |