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 | $195,765 | $228,332-14.3% | $185,823+5.4% | $158,922+23.2% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | -2.33% | 40.80%-43.1pp | 35.95%-38.3pp | 302.83%-305.2pp |
| Employer contribution / active EE | $1,645 | $4,967-66.9% | $4,087-59.8% | $4,761-65.4% |
| Participant deferral / active EE | $5,737 | $6,415-10.6% | $5,632+1.9% | $5,982-4.1% |
| Admin fee / account holder | $337 | $11,864-97.2% | $9,500-96.5% | $11,246-97.0% |