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 | $65,111 | $167,484-61.1% | $151,611-57.1% | $134,475-51.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -29.62% | 7.80%-37.4pp | 3.33%-33.0pp | 417.96%-447.6pp |
| Employer contribution / active EE | $1,867 | $6,829-72.7% | $6,166-69.7% | $4,740-60.6% |
| Participant deferral / active EE | $7,820 | $8,986-13.0% | $8,363-6.5% | $6,400+22.2% |
| Admin fee / account holder | $3,313 | $13,783-76.0% | $11,616-71.5% | $11,426-71.0% |