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 7-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 | $89,494 | $101,724-12.0% | $164,813-45.7% | $80,856+10.7% |
| Participation rate | 94.7% | 71.8%+22.8pp | 78.6%+16.1pp | 67.6%+27.0pp |
| Annual return | -26.37% | 16.72%-43.1pp | 69.93%-96.3pp | 35.59%-62.0pp |
| Employer contribution / active EE | $5,089 | $2,953+72.3% | $4,341+17.2% | $2,755+84.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,125 | $8,227-62.0% | $12,690-75.4% | $6,918-54.8% |