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 | $27,180 | $73,004-62.8% | $90,749-70.0% | $68,494-60.3% |
| Participation rate | 85.0% | 70.8%+14.2pp | 75.7%+9.3pp | 67.9%+17.1pp |
| Annual return | -19.56% | -13.81%-5.8pp | -12.16%-7.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,009 | $3,627-44.6% | $4,564-56.0% | $4,027-50.1% |
| Admin fee / account holder | $911 | $5,896-84.6% | $8,445-89.2% | $5,403-83.1% |