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 9-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 | $73,694 | $167,484-56.0% | $151,611-51.4% | $134,475-45.2% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -21.78% | 7.80%-29.6pp | 3.33%-25.1pp | 417.96%-439.7pp |
| Employer contribution / active EE | $4,390 | $6,829-35.7% | $6,166-28.8% | $4,740-7.4% |
| Participant deferral / active EE | $9,558 | $8,986+6.4% | $8,363+14.3% | $6,400+49.3% |
| Admin fee / account holder | $1,197 | $13,783-91.3% | $11,616-89.7% | $11,426-89.5% |