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 8-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 | $95,758 | $167,307-42.8% | $143,757-33.4% | $134,475-28.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -21.38% | 0.46%-21.8pp | -0.04%-21.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,823 | $5,619-49.8% | $4,951-43.0% | $4,740-40.4% |
| Participant deferral / active EE | $9,705 | $6,446+50.6% | $5,637+72.2% | $6,400+51.6% |
| Admin fee / account holder | $3,388 | $18,088-81.3% | $14,673-76.9% | $11,426-70.3% |