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 | $84,911 | $140,588-39.6% | $123,104-31.0% | $125,391-32.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -26.64% | 16.80%-43.4pp | 13.22%-39.9pp | 282.22%-308.9pp |
| Employer contribution / active EE | $3,327 | $6,041-44.9% | $5,151-35.4% | $4,866-31.6% |
| Participant deferral / active EE | $18,395 | $6,980+163.5% | $6,230+195.3% | $5,352+243.7% |
| Admin fee / account holder | $1,059 | $11,198-90.5% | $9,015-88.2% | $9,540-88.9% |