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 10-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 | $15,893 | $138,044-88.5% | $125,339-87.3% | $134,475-88.2% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -76.26% | 750.33%-826.6pp | 572.05%-648.3pp | 417.96%-494.2pp |
| Employer contribution / active EE | $4,141 | $5,243-21.0% | $4,814-14.0% | $4,740-12.6% |
| Participant deferral / active EE | $8,439 | $7,799+8.2% | $7,446+13.3% | $6,400+31.9% |
| Admin fee / account holder | $3,025 | $11,571-73.9% | $10,010-69.8% | $11,426-73.5% |