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 | $86,638 | $135,952-36.3% | $123,892-30.1% | $273,961-68.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -2.21% | 56.63%-58.8pp | 47.52%-49.7pp | 41.45%-43.7pp |
| Employer contribution / active EE | $2,267 | $5,170-56.2% | $4,617-50.9% | $4,869-53.4% |
| Participant deferral / active EE | $2,432 | $6,343-61.7% | $5,984-59.4% | $5,287-54.0% |
| Admin fee / account holder | $1,645 | $9,817-83.2% | $8,357-80.3% | $10,132-83.8% |