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 | $17,685 | $52,681-66.4% | $75,781-76.7% | $59,632-70.3% |
| Participation rate | 95.2% | 67.2%+28.0pp | 75.8%+19.4pp | 68.7%+26.6pp |
| Annual return | -20.86% | 2.95%-23.8pp | 9.68%-30.5pp | 2041.28%-2062.1pp |
| Employer contribution / active EE | $714 | $2,193-67.4% | $3,323-78.5% | $2,203-67.6% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $461 | $3,610-87.2% | $5,299-91.3% | $4,297-89.3% |