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 6-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 | $75,727 | $59,805+26.6% | $79,550-4.8% | $68,494+10.6% |
| Participation rate | 74.3% | 61.1%+13.2pp | 69.5%+4.8pp | 67.9%+6.4pp |
| Annual return | -35.24% | -12.30%-22.9pp | 0.16%-35.4pp | -7.84%-27.4pp |
| Employer contribution / active EE | $1,646 | $1,505+9.4% | $2,413-31.8% | $2,596-36.6% |
| Participant deferral / active EE | $4,389 | $3,024+45.1% | $3,985+10.1% | $4,027+9.0% |
| Admin fee / account holder | $1,245 | $4,835-74.3% | $6,832-81.8% | $5,403-77.0% |