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 | $77,606 | $142,344-45.5% | $119,609-35.1% | $134,475-42.3% |
| Participation rate | 82.6% | 82.8%-0.2pp | 79.3%+3.3pp | 81.2%+1.4pp |
| Annual return | -22.96% | -12.44%-10.5pp | -14.97%-8.0pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,071 | $5,222-79.5% | $4,232-74.7% | $4,740-77.4% |
| Participant deferral / active EE | $4,212 | $6,469-34.9% | $5,602-24.8% | $6,400-34.2% |
| Admin fee / account holder | $2,231 | $13,584-83.6% | $10,323-78.4% | $11,426-80.5% |