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 | $31,577 | $93,024-66.1% | $77,024-59.0% | $134,475-76.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -22.28% | 62.60%-84.9pp | 42.32%-64.6pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,167 | $3,418-65.9% | $2,812-58.5% | $4,740-75.4% |
| Participant deferral / active EE | $2,328 | $5,238-55.6% | $4,426-47.4% | $6,400-63.6% |
| Admin fee / account holder | $40,823 | $6,944+487.9% | $5,425+652.5% | $11,426+257.3% |