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 | $93,901 | $142,344-34.0% | $119,609-21.5% | $134,475-30.2% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -20.16% | -12.44%-7.7pp | -14.97%-5.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,396 | $5,222-73.3% | $4,232-67.0% | $4,740-70.5% |
| Participant deferral / active EE | $4,698 | $6,469-27.4% | $5,602-16.1% | $6,400-26.6% |
| Admin fee / account holder | $1,976 | $13,584-85.5% | $10,323-80.9% | $11,426-82.7% |