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 5-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 | $50,366 | $167,484-69.9% | $151,611-66.8% | $134,475-62.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -24.68% | 7.80%-32.5pp | 3.33%-28.0pp | 417.96%-442.6pp |
| Employer contribution / active EE | $5,024 | $6,829-26.4% | $6,166-18.5% | $4,740+6.0% |
| Participant deferral / active EE | $7,839 | $8,986-12.8% | $8,363-6.3% | $6,400+22.5% |
| Admin fee / account holder | $4,178 | $13,783-69.7% | $11,616-64.0% | $11,426-63.4% |