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 | $41,025 | $167,307-75.5% | $143,757-71.5% | $134,475-69.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.76% | 0.46%-27.2pp | -0.04%-26.7pp | 417.96%-444.7pp |
| Employer contribution / active EE | $4,387 | $5,619-21.9% | $4,951-11.4% | $4,740-7.4% |
| Participant deferral / active EE | $6,833 | $6,446+6.0% | $5,637+21.2% | $6,400+6.8% |
| Admin fee / account holder | $2,226 | $18,088-87.7% | $14,673-84.8% | $11,426-80.5% |