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 | $13,953 | $95,862-85.4% | $79,550-82.5% | $134,475-89.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -32.63% | -2.69%-29.9pp | 0.16%-32.8pp | 417.96%-450.6pp |
| Employer contribution / active EE | $2,971 | $3,128-5.0% | $2,413+23.1% | $4,740-37.3% |
| Participant deferral / active EE | $5,330 | $4,693+13.6% | $3,985+33.8% | $6,400-16.7% |
| Admin fee / account holder | $1,457 | $9,126-84.0% | $6,832-78.7% | $11,426-87.3% |