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 6-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 | $63,518 | $167,484-62.1% | $151,611-58.1% | $134,475-52.8% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -21.44% | 7.80%-29.2pp | 3.33%-24.8pp | 417.96%-439.4pp |
| Employer contribution / active EE | $7,404 | $6,829+8.4% | $6,166+20.1% | $4,740+56.2% |
| Participant deferral / active EE | $17,871 | $8,986+98.9% | $8,363+113.7% | $6,400+179.3% |
| Admin fee / account holder | $5,012 | $13,783-63.6% | $11,616-56.9% | $11,426-56.1% |