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 | $60,333 | $167,484-64.0% | $151,611-60.2% | $134,475-55.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.28% | 7.80%-29.1pp | 3.33%-24.6pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,968 | $6,829-71.2% | $6,166-68.1% | $4,740-58.5% |
| Participant deferral / active EE | $16,797 | $8,986+86.9% | $8,363+100.8% | $6,400+162.5% |
| Admin fee / account holder | $5,594 | $13,783-59.4% | $11,616-51.8% | $11,426-51.0% |