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 | $20,934 | $167,307-87.5% | $143,757-85.4% | $134,475-84.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -20.15% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,450 | $5,619-56.4% | $4,951-50.5% | $4,740-48.3% |
| Participant deferral / active EE | $4,221 | $6,446-34.5% | $5,637-25.1% | $6,400-34.0% |
| Admin fee / account holder | $402 | $18,088-97.8% | $14,673-97.3% | $11,426-96.5% |