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 | $62,910 | $167,307-62.4% | $143,757-56.2% | $134,475-53.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -21.20% | 0.46%-21.7pp | -0.04%-21.2pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,157 | $5,619-61.6% | $4,951-56.4% | $4,740-54.5% |
| Participant deferral / active EE | $4,163 | $6,446-35.4% | $5,637-26.1% | $6,400-35.0% |
| Admin fee / account holder | $1,300 | $18,088-92.8% | $14,673-91.1% | $11,426-88.6% |