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 | $60,799 | $140,940-56.9% | $112,229-45.8% | $139,434-56.4% |
| Participation rate | 81.0% | 79.2%+1.8pp | 72.4%+8.5pp | 80.3%+0.6pp |
| Annual return | -6.31% | 32.71%-39.0pp | 30.20%-36.5pp | 372.94%-379.2pp |
| Employer contribution / active EE | $1,654 | $4,283-61.4% | $3,430-51.8% | $4,751-65.2% |
| Participant deferral / active EE | $2,167 | $5,874-63.1% | $4,798-54.8% | $6,710-67.7% |
| Admin fee / account holder | $3,104 | $9,954-68.8% | $7,748-59.9% | $11,403-72.8% |