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 9-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 | $13,801 | $95,193-85.5% | $76,523-82.0% | $135,375-89.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -23.55% | 4.85%-28.4pp | -0.27%-23.3pp | 519.73%-543.3pp |
| Employer contribution / active EE | $4,332 | $3,302+31.2% | $2,647+63.6% | $4,779-9.4% |
| Participant deferral / active EE | $3,703 | $4,639-20.2% | $3,835-3.5% | $5,609-34.0% |
| Admin fee / account holder | $450 | $6,249-92.8% | $4,848-90.7% | $10,827-95.8% |