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 | $41,992 | $228,332-81.6% | $185,823-77.4% | $158,922-73.6% |
| Participation rate | 81.8% | 82.3%-0.5pp | 78.0%+3.8pp | 82.0%-0.1pp |
| Annual return | -24.23% | 40.80%-65.0pp | 35.95%-60.2pp | 302.83%-327.1pp |
| Employer contribution / active EE | $1,708 | $4,967-65.6% | $4,087-58.2% | $4,761-64.1% |
| Participant deferral / active EE | $5,844 | $6,415-8.9% | $5,632+3.8% | $5,982-2.3% |
| Admin fee / account holder | $81,208 | $11,864+584.5% | $9,500+754.8% | $11,246+622.1% |