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 5-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 | $48,365 | $110,094-56.1% | $151,611-68.1% | $68,494-29.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -23.51% | -10.12%-13.4pp | 3.33%-26.8pp | -7.84%-15.7pp |
| Employer contribution / active EE | $23,832 | $4,471+433.1% | $6,166+286.5% | $2,596+817.9% |
| Participant deferral / active EE | $14,701 | $6,527+125.2% | $8,363+75.8% | $4,027+265.0% |
| Admin fee / account holder | $2,315 | $7,719-70.0% | $11,616-80.1% | $5,403-57.1% |