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 | $117,562 | $93,024+26.4% | $77,024+52.6% | $134,475-12.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -22.36% | 62.60%-85.0pp | 42.32%-64.7pp | 417.96%-440.3pp |
| Employer contribution / active EE | $3,867 | $3,418+13.1% | $2,812+37.5% | $4,740-18.4% |
| Participant deferral / active EE | $16,766 | $5,238+220.1% | $4,426+278.8% | $6,400+162.0% |
| Admin fee / account holder | $1,066 | $6,944-84.6% | $5,425-80.4% | $11,426-90.7% |