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 | $14,985 | $133,958-88.8% | $112,228-86.6% | $134,475-88.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -20.55% | 47.11%-67.7pp | 27.45%-48.0pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,341 | $4,038-42.0% | $3,635-35.6% | $4,740-50.6% |
| Participant deferral / active EE | $5,397 | $5,291+2.0% | $4,728+14.1% | $6,400-15.7% |
| Admin fee / account holder | $1,081 | $7,489-85.6% | $6,410-83.1% | $11,426-90.5% |