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 | $47,939 | $94,625-49.3% | $116,228-58.8% | $84,808-43.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | -27.33% | 20.40%-47.7pp | 90.06%-117.4pp | 40.90%-68.2pp |
| Employer contribution / active EE | $7,345 | $2,347+213.0% | $2,994+145.3% | $2,631+179.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,272 | $10,091-87.4% | $11,989-89.4% | $7,344-82.7% |