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 | $41,509 | $133,958-69.0% | $112,228-63.0% | $134,475-69.1% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -21.92% | 47.11%-69.0pp | 27.45%-49.4pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,717 | $4,038-57.5% | $3,635-52.8% | $4,740-63.8% |
| Participant deferral / active EE | $1,717 | $5,291-67.5% | $4,728-63.7% | $6,400-73.2% |
| Admin fee / account holder | $3,597 | $7,489-52.0% | $6,410-43.9% | $11,426-68.5% |