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 | $42,349 | $167,484-74.7% | $151,611-72.1% | $134,475-68.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -23.29% | 7.80%-31.1pp | 3.33%-26.6pp | 417.96%-441.3pp |
| Employer contribution / active EE | $3,217 | $6,829-52.9% | $6,166-47.8% | $4,740-32.1% |
| Participant deferral / active EE | $3,369 | $8,986-62.5% | $8,363-59.7% | $6,400-47.4% |
| Admin fee / account holder | $2,464 | $13,783-82.1% | $11,616-78.8% | $11,426-78.4% |