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 | $37,313 | $167,307-77.7% | $143,757-74.0% | $134,475-72.3% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -22.31% | 0.46%-22.8pp | -0.04%-22.3pp | 417.96%-440.3pp |
| Employer contribution / active EE | $1,350 | $5,619-76.0% | $4,951-72.7% | $4,740-71.5% |
| Participant deferral / active EE | $3,422 | $6,446-46.9% | $5,637-39.3% | $6,400-46.5% |
| Admin fee / account holder | $2,024 | $18,088-88.8% | $14,673-86.2% | $11,426-82.3% |