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 | $71,369 | $91,538-22.0% | $129,995-45.1% | $75,163-5.0% |
| Participation rate | 70.0% | 71.4%-1.4pp | 78.5%-8.5pp | 67.2%+2.8pp |
| Annual return | -1.41% | -631.11%+629.7pp | -137.18%+135.8pp | 160.62%-162.0pp |
| Employer contribution / active EE | $817 | $2,845-71.3% | $4,320-81.1% | $2,670-69.4% |
| Participant deferral / active EE | $2,036 | $4,341-53.1% | $5,820-65.0% | $4,125-50.6% |
| Admin fee / account holder | $4,436 | $6,790-34.7% | $10,614-58.2% | $5,651-21.5% |