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 | $153,937 | $59,805+157.4% | $79,550+93.5% | $68,494+124.7% |
| Participation rate | 94.9% | 61.1%+33.9pp | 69.5%+25.4pp | 67.9%+27.0pp |
| Annual return | -20.08% | -12.30%-7.8pp | 0.16%-20.2pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,589 | $1,505+5.6% | $2,413-34.2% | $2,596-38.8% |
| Participant deferral / active EE | $3,472 | $3,024+14.8% | $3,985-12.9% | $4,027-13.8% |
| Admin fee / account holder | $26,013 | $4,835+438.1% | $6,832+280.7% | $5,403+381.5% |