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 | $81,098 | $138,065-41.3% | $123,544-34.4% | $135,375-40.1% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -16.01% | 153.68%-169.7pp | 119.20%-135.2pp | 519.73%-535.7pp |
| Employer contribution / active EE | $3,393 | $5,151-34.1% | $4,628-26.7% | $4,779-29.0% |
| Participant deferral / active EE | $5,854 | $6,799-13.9% | $6,426-8.9% | $5,609+4.4% |
| Admin fee / account holder | $19,171 | $10,916+75.6% | $9,284+106.5% | $10,827+77.1% |