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 | $47,996 | $110,094-56.4% | $151,611-68.3% | $68,494-29.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -21.27% | -10.12%-11.1pp | 3.33%-24.6pp | -7.84%-13.4pp |
| Employer contribution / active EE | $7,730 | $4,471+72.9% | $6,166+25.4% | $2,596+197.7% |
| Participant deferral / active EE | $13,408 | $6,527+105.4% | $8,363+60.3% | $4,027+232.9% |
| Admin fee / account holder | $812 | $7,719-89.5% | $11,616-93.0% | $5,403-85.0% |