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 | $51,096 | $105,860-51.7% | $90,749-43.7% | $134,475-62.0% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -22.32% | -11.01%-11.3pp | -12.16%-10.2pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,832 | $3,462-18.2% | $2,921-3.0% | $4,740-40.2% |
| Participant deferral / active EE | $4,559 | $5,216-12.6% | $4,564-0.1% | $6,400-28.8% |
| Admin fee / account holder | $2,577 | $13,938-81.5% | $8,445-69.5% | $11,426-77.4% |