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 | $39,253 | $175,600-77.6% | $129,110-69.6% | $134,475-70.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.3%-2.3pp | 81.2%-6.2pp |
| Annual return | -21.40% | -11.39%-10.0pp | -10.94%-10.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,970 | $6,355-69.0% | $5,052-61.0% | $4,740-58.4% |
| Participant deferral / active EE | $4,009 | $7,975-49.7% | $6,542-38.7% | $6,400-37.4% |
| Admin fee / account holder | $323 | $23,567-98.6% | $14,302-97.7% | $11,426-97.2% |