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 6-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 | $20,763 | $95,862-78.3% | $79,550-73.9% | $134,475-84.6% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -26.94% | -2.69%-24.2pp | 0.16%-27.1pp | 417.96%-444.9pp |
| Employer contribution / active EE | $5,215 | $3,128+66.7% | $2,413+116.1% | $4,740+10.0% |
| Participant deferral / active EE | $7,582 | $4,693+61.6% | $3,985+90.2% | $6,400+18.5% |
| Admin fee / account holder | $355 | $9,126-96.1% | $6,832-94.8% | $11,426-96.9% |