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 | $28,342 | $59,774-52.6% | - | $134,475-78.9% |
| Participation rate | 88.9% | 67.4%+21.5pp | - | 81.2%+7.7pp |
| Annual return | -21.71% | -10.72%-11.0pp | - | 417.96%-439.7pp |
| Employer contribution / active EE | $1,864 | $2,711-31.3% | - | $4,740-60.7% |
| Participant deferral / active EE | $7,722 | $4,131+86.9% | - | $6,400+20.7% |
| Admin fee / account holder | $3,111 | $4,003-22.3% | - | $11,426-72.8% |