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 | $16,745 | $82,286-79.6% | $68,791-75.7% | $134,475-87.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -24.04% | -2.19%-21.8pp | -6.38%-17.7pp | 417.96%-442.0pp |
| Employer contribution / active EE | $2,450 | $3,301-25.8% | $2,655-7.7% | $4,740-48.3% |
| Participant deferral / active EE | $4,022 | $4,739-15.1% | $3,941+2.1% | $6,400-37.2% |
| Admin fee / account holder | $2,580 | $6,481-60.2% | $4,932-47.7% | $11,426-77.4% |