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 9-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 | $12,665 | $85,790-85.2% | $67,313-81.2% | $135,375-90.6% |
| Participation rate | 81.8% | 76.5%+5.4pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -16.82% | -0.54%-16.3pp | -4.08%-12.7pp | 519.73%-536.6pp |
| Employer contribution / active EE | $2,088 | $3,487-40.1% | $2,566-18.6% | $4,779-56.3% |
| Participant deferral / active EE | $4,124 | $4,651-11.3% | $3,568+15.6% | $5,609-26.5% |
| Admin fee / account holder | $1,652 | $6,392-74.2% | $4,507-63.3% | $10,827-84.7% |