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 | $86,627 | $167,484-48.3% | $151,611-42.9% | $134,475-35.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.54% | 7.80%-32.3pp | 3.33%-27.9pp | 417.96%-442.5pp |
| Employer contribution / active EE | $1,873 | $6,829-72.6% | $6,166-69.6% | $4,740-60.5% |
| Participant deferral / active EE | $3,398 | $8,986-62.2% | $8,363-59.4% | $6,400-46.9% |
| Admin fee / account holder | $15,238 | $13,783+10.6% | $11,616+31.2% | $11,426+33.4% |