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 8-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 | $19,750 | $133,958-85.3% | $112,228-82.4% | $134,475-85.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -34.42% | 47.11%-81.5pp | 27.45%-61.9pp | 417.96%-452.4pp |
| Employer contribution / active EE | $1,442 | $4,038-64.3% | $3,635-60.3% | $4,740-69.6% |
| Participant deferral / active EE | $12,297 | $5,291+132.4% | $4,728+160.1% | $6,400+92.1% |
| Admin fee / account holder | $343 | $7,489-95.4% | $6,410-94.6% | $11,426-97.0% |