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 | $77,168 | $127,386-39.4% | $115,037-32.9% | $125,391-38.5% |
| Participation rate | 85.0% | 84.2%+0.8pp | 81.4%+3.6pp | 83.2%+1.8pp |
| Annual return | -4.57% | 31.28%-35.9pp | 26.14%-30.7pp | 282.22%-286.8pp |
| Employer contribution / active EE | $2,034 | $5,166-60.6% | $4,608-55.9% | $4,866-58.2% |
| Participant deferral / active EE | $3,031 | $6,423-52.8% | $6,026-49.7% | $5,352-43.4% |
| Admin fee / account holder | $9,820 | $9,516+3.2% | $8,175+20.1% | $9,540+2.9% |