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 5-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 | $170,326 | $87,540+94.6% | $75,781+124.8% | $125,391+35.8% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | -7.86% | 13.48%-21.3pp | 9.68%-17.5pp | 282.22%-290.1pp |
| Employer contribution / active EE | $3,041 | $3,930-22.6% | $3,323-8.5% | $4,866-37.5% |
| Participant deferral / active EE | $3,939 | $4,229-6.9% | $3,651+7.9% | $5,352-26.4% |
| Admin fee / account holder | $3,646 | $6,502-43.9% | $5,299-31.2% | $9,540-61.8% |