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 | $37,567 | $42,894-12.4% | $60,874-38.3% | $68,494-45.2% |
| Participation rate | 88.1% | 66.8%+21.3pp | 73.1%+15.0pp | 67.9%+20.2pp |
| Annual return | -20.06% | -13.98%-6.1pp | 16.90%-37.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $7,261 | $1,978+267.1% | $2,701+168.8% | $2,596+179.7% |
| Participant deferral / active EE | $1,900 | $2,867-33.7% | $3,817-50.2% | $4,027-52.8% |
| Admin fee / account holder | $1,660 | $3,101-46.5% | $3,224-48.5% | $5,403-69.3% |