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 9-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 | $87,720 | $64,707+35.6% | $112,228-21.8% | $68,494+28.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -22.79% | -11.40%-11.4pp | 27.45%-50.2pp | -7.84%-14.9pp |
| Employer contribution / active EE | $2,856 | $2,746+4.0% | $3,635-21.4% | $2,596+10.0% |
| Participant deferral / active EE | $9,749 | $3,565+173.5% | $4,728+106.2% | $4,027+142.1% |
| Admin fee / account holder | $816 | $5,232-84.4% | $6,410-87.3% | $5,403-84.9% |