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 | $57,788 | $175,600-67.1% | $129,110-55.2% | $134,475-57.0% |
| Participation rate | 82.6% | 81.6%+1.0pp | 77.3%+5.4pp | 81.2%+1.4pp |
| Annual return | -19.88% | -11.39%-8.5pp | -10.94%-8.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,405 | $6,355-62.2% | $5,052-52.4% | $4,740-49.3% |
| Participant deferral / active EE | $6,391 | $7,975-19.9% | $6,542-2.3% | $6,400-0.1% |
| Admin fee / account holder | $7,863 | $23,567-66.6% | $14,302-45.0% | $11,426-31.2% |