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 | $56,872 | $87,705-35.2% | $63,517-10.5% | $125,391-54.6% |
| Participation rate | 91.7% | 77.0%+14.6pp | 71.0%+20.6pp | 83.2%+8.5pp |
| Annual return | -7.02% | 21.70%-28.7pp | -70.30%+63.3pp | 282.22%-289.2pp |
| Employer contribution / active EE | $1,673 | $3,601-53.5% | $2,322-27.9% | $4,866-65.6% |
| Participant deferral / active EE | $4,512 | $3,939+14.5% | $2,953+52.8% | $5,352-15.7% |
| Admin fee / account holder | $4,886 | $11,948-59.1% | $5,892-17.1% | $9,540-48.8% |