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 | $34,106 | $140,588-75.7% | $123,104-72.3% | $125,391-72.8% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -3.91% | 16.80%-20.7pp | 13.22%-17.1pp | 282.22%-286.1pp |
| Employer contribution / active EE | $2,159 | $6,041-64.3% | $5,151-58.1% | $4,866-55.6% |
| Participant deferral / active EE | $4,231 | $6,980-39.4% | $6,230-32.1% | $5,352-20.9% |
| Admin fee / account holder | $763 | $11,198-93.2% | $9,015-91.5% | $9,540-92.0% |