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 | $27,664 | $99,016-72.1% | $93,789-70.5% | $66,914-58.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 81.0%+19.0pp | 69.8%+30.2pp |
| Annual return | -20.61% | -14.59%-6.0pp | -11.33%-9.3pp | 1.58%-22.2pp |
| Employer contribution / active EE | $2,235 | $4,769-53.1% | $4,323-48.3% | $2,544-12.1% |
| Participant deferral / active EE | $3,408 | $6,689-49.1% | $6,094-44.1% | $4,237-19.6% |
| Admin fee / account holder | $2,633 | $477+451.6% | $7,195-63.4% | $593+343.9% |