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 | $112,727 | $71,883+56.8% | $86,677+30.1% | $68,494+64.6% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.1pp | 67.9%+3.5pp |
| Annual return | -21.64% | 3.52%-25.2pp | 35.91%-57.5pp | -7.84%-13.8pp |
| Employer contribution / active EE | $603 | $2,173-72.2% | $2,836-78.7% | $2,596-76.8% |
| Participant deferral / active EE | $2,700 | $3,779-28.6% | $4,656-42.0% | $4,027-33.0% |
| Admin fee / account holder | $1,324 | $6,112-78.3% | $7,493-82.3% | $5,403-75.5% |