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 | $28,024 | $64,707-56.7% | $112,228-75.0% | $68,494-59.1% |
| Participation rate | 96.0% | 67.2%+28.8pp | 75.1%+20.9pp | 67.9%+28.1pp |
| Annual return | -26.50% | -11.40%-15.1pp | 27.45%-54.0pp | -7.84%-18.7pp |
| Employer contribution / active EE | $4,864 | $2,746+77.1% | $3,635+33.8% | $2,596+87.3% |
| Participant deferral / active EE | $4,035 | $3,565+13.2% | $4,728-14.7% | $4,027+0.2% |
| Admin fee / account holder | $2,004 | $5,232-61.7% | $6,410-68.7% | $5,403-62.9% |