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 4-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 | $49,035 | $127,065-61.4% | $113,168-56.7% | $142,382-65.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | -52.84% | 24.03%-76.9pp | 24.27%-77.1pp | 217.08%-269.9pp |
| Employer contribution / active EE | $4,230 | $3,442+22.9% | $2,975+42.2% | $4,299-1.6% |
| Participant deferral / active EE | $4,863 | $5,716-14.9% | $5,107-4.8% | $6,507-25.3% |
| Admin fee / account holder | $311 | $15,736-98.0% | $12,068-97.4% | $12,624-97.5% |