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 | $129,908 | $131,829-1.5% | $108,579+19.6% | $273,961-52.6% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 1.81% | -91.57%+93.4pp | -51.70%+53.5pp | 41.45%-39.6pp |
| Employer contribution / active EE | $2,524 | $4,912-48.6% | $3,758-32.8% | $4,869-48.2% |
| Participant deferral / active EE | $5,215 | $5,127+1.7% | $4,311+21.0% | $5,287-1.4% |
| Admin fee / account holder | $1,287 | $10,252-87.4% | $7,645-83.2% | $10,132-87.3% |