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 5-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 | $16,151 | $133,958-87.9% | $112,228-85.6% | $134,475-88.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.36% | 47.11%-68.5pp | 27.45%-48.8pp | 417.96%-439.3pp |
| Employer contribution / active EE | $4,859 | $4,038+20.3% | $3,635+33.7% | $4,740+2.5% |
| Participant deferral / active EE | $9,932 | $5,291+87.7% | $4,728+110.1% | $6,400+55.2% |
| Admin fee / account holder | $947 | $7,489-87.4% | $6,410-85.2% | $11,426-91.7% |