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 | $84,856 | $72,277+17.4% | $101,248-16.2% | $79,858+6.3% |
| Participation rate | 97.0% | 68.5%+28.6pp | 75.8%+21.2pp | 69.6%+27.4pp |
| Annual return | -28.39% | 22.30%-50.7pp | 46.47%-74.9pp | 31.71%-60.1pp |
| Employer contribution / active EE | $8,491 | $2,692+215.5% | $3,660+132.0% | $2,471+243.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,332 | $4,400-47.0% | $5,945-60.8% | $5,306-56.0% |