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 7-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 | $82,225 | $110,094-25.3% | $151,611-45.8% | $68,494+20.0% |
| Participation rate | 71.4% | 84.0%-12.5pp | 87.5%-16.1pp | 67.9%+3.5pp |
| Annual return | -18.75% | -10.12%-8.6pp | 3.33%-22.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $4,049 | $4,471-9.4% | $6,166-34.3% | $2,596+55.9% |
| Participant deferral / active EE | $8,854 | $6,527+35.6% | $8,363+5.9% | $4,027+119.8% |
| Admin fee / account holder | $5,983 | $7,719-22.5% | $11,616-48.5% | $5,403+10.7% |