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 | $84,345 | $165,335-49.0% | $149,696-43.7% | $158,922-46.9% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | -1.53% | 348.15%-349.7pp | 276.60%-278.1pp | 302.83%-304.4pp |
| Employer contribution / active EE | $2,756 | $5,103-46.0% | $4,644-40.7% | $4,761-42.1% |
| Participant deferral / active EE | $6,073 | $7,181-15.4% | $6,842-11.2% | $5,982+1.5% |
| Admin fee / account holder | $2,653 | $10,807-75.4% | $9,309-71.5% | $11,246-76.4% |