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 | $78,330 | $142,344-45.0% | $119,609-34.5% | $134,475-41.8% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -22.78% | -12.44%-10.3pp | -14.97%-7.8pp | 417.96%-440.7pp |
| Employer contribution / active EE | $5,455 | $5,222+4.5% | $4,232+28.9% | $4,740+15.1% |
| Participant deferral / active EE | $3,363 | $6,469-48.0% | $5,602-40.0% | $6,400-47.5% |
| Admin fee / account holder | $27,033 | $13,584+99.0% | $10,323+161.9% | $11,426+136.6% |