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 | $15,199 | $133,958-88.7% | $112,228-86.5% | $134,475-88.7% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.1%+6.2pp | 81.2%0pp |
| Annual return | -20.67% | 47.11%-67.8pp | 27.45%-48.1pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,516 | $4,038-37.7% | $3,635-30.8% | $4,740-46.9% |
| Participant deferral / active EE | $3,148 | $5,291-40.5% | $4,728-33.4% | $6,400-50.8% |
| Admin fee / account holder | $936 | $7,489-87.5% | $6,410-85.4% | $11,426-91.8% |