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 | $88,490 | $59,774+48.0% | - | $134,475-34.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | - | 81.2%+18.8pp |
| Annual return | -26.46% | -10.72%-15.7pp | - | 417.96%-444.4pp |
| Employer contribution / active EE | $2,880 | $2,711+6.2% | - | $4,740-39.2% |
| Participant deferral / active EE | $22,750 | $4,131+450.7% | - | $6,400+255.5% |
| Admin fee / account holder | $1,443 | $4,003-64.0% | - | $11,426-87.4% |