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 9-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 | $27,887 | $52,836-47.2% | $105,738-73.6% | $64,186-56.6% |
| Participation rate | 95.1% | 66.5%+28.5pp | 76.3%+18.7pp | 69.6%+25.5pp |
| Annual return | -42.53% | 14.30%-56.8pp | 6.27%-48.8pp | 7.63%-50.2pp |
| Employer contribution / active EE | $4,545 | $1,827+148.8% | $3,268+39.1% | $2,381+90.9% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,259 | $3,959-42.9% | $6,913-67.3% | $4,888-53.8% |