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 | $12,778 | $95,862-86.7% | $79,550-83.9% | $134,475-90.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.08% | -2.69%-19.4pp | 0.16%-22.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,197 | $3,128-61.7% | $2,413-50.4% | $4,740-74.7% |
| Participant deferral / active EE | $2,854 | $4,693-39.2% | $3,985-28.4% | $6,400-55.4% |
| Admin fee / account holder | $311 | $9,126-96.6% | $6,832-95.4% | $11,426-97.3% |