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 | $91,059 | $211,958-57.0% | $169,463-46.3% | $135,375-32.7% |
| Participation rate | 81.8% | 82.6%-0.8pp | 77.8%+4.0pp | 82.6%-0.8pp |
| Annual return | -10.72% | 3.26%-14.0pp | 1.83%-12.5pp | 519.73%-530.4pp |
| Employer contribution / active EE | $3,012 | $5,120-41.2% | $4,159-27.6% | $4,779-37.0% |
| Participant deferral / active EE | $4,816 | $6,075-20.7% | $5,277-8.7% | $5,609-14.1% |
| Admin fee / account holder | $4,640 | $11,471-59.5% | $9,109-49.1% | $10,827-57.1% |