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 | $42,911 | $167,484-74.4% | $151,611-71.7% | $134,475-68.1% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -28.29% | 7.80%-36.1pp | 3.33%-31.6pp | 417.96%-446.2pp |
| Employer contribution / active EE | $1,627 | $6,829-76.2% | $6,166-73.6% | $4,740-65.7% |
| Participant deferral / active EE | $3,292 | $8,986-63.4% | $8,363-60.6% | $6,400-48.6% |
| Admin fee / account holder | $3,608 | $13,783-73.8% | $11,616-68.9% | $11,426-68.4% |