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 6-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 | $65,196 | $167,484-61.1% | $151,611-57.0% | $134,475-51.5% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -22.90% | 7.80%-30.7pp | 3.33%-26.2pp | 417.96%-440.9pp |
| Employer contribution / active EE | $11,520 | $6,829+68.7% | $6,166+86.8% | $4,740+143.1% |
| Participant deferral / active EE | $11,551 | $8,986+28.5% | $8,363+38.1% | $6,400+80.5% |
| Admin fee / account holder | $4,728 | $13,783-65.7% | $11,616-59.3% | $11,426-58.6% |