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 | $69,775 | $167,484-58.3% | $151,611-54.0% | $134,475-48.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.02% | 7.80%-31.8pp | 3.33%-27.3pp | 417.96%-442.0pp |
| Employer contribution / active EE | $7,116 | $6,829+4.2% | $6,166+15.4% | $4,740+50.1% |
| Participant deferral / active EE | $8,060 | $8,986-10.3% | $8,363-3.6% | $6,400+25.9% |
| Admin fee / account holder | $4,692 | $13,783-66.0% | $11,616-59.6% | $11,426-58.9% |