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 | $28,304 | $100,754-71.9% | $86,677-67.3% | $134,475-79.0% |
| Participation rate | 79.2% | 78.9%+0.2pp | 76.6%+2.6pp | 81.2%-2.1pp |
| Annual return | -21.20% | 29.04%-50.2pp | 35.91%-57.1pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,173 | $3,489-66.4% | $2,836-58.7% | $4,740-75.3% |
| Participant deferral / active EE | $3,903 | $5,338-26.9% | $4,656-16.2% | $6,400-39.0% |
| Admin fee / account holder | $3,518 | $10,926-67.8% | $7,493-53.1% | $11,426-69.2% |