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 | $91,944 | $167,307-45.0% | $143,757-36.0% | $134,475-31.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -20.56% | 0.46%-21.0pp | -0.04%-20.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,059 | $5,619-63.4% | $4,951-58.4% | $4,740-56.6% |
| Participant deferral / active EE | $2,899 | $6,446-55.0% | $5,637-48.6% | $6,400-54.7% |
| Admin fee / account holder | $2,020 | $18,088-88.8% | $14,673-86.2% | $11,426-82.3% |