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 | $52,188 | $90,590-42.4% | $90,782-42.5% | $135,375-61.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -11.27% | -3.40%-7.9pp | -3.42%-7.9pp | 519.73%-531.0pp |
| Employer contribution / active EE | $4,723 | $4,352+8.5% | $4,105+15.0% | $4,779-1.2% |
| Participant deferral / active EE | $9,277 | $5,407+71.6% | $5,366+72.9% | $5,609+65.4% |
| Admin fee / account holder | $3,972 | $7,683-48.3% | $5,908-32.8% | $10,827-63.3% |