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 5-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 | $12,181 | $133,958-90.9% | $112,228-89.1% | $134,475-90.9% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -29.52% | 47.11%-76.6pp | 27.45%-57.0pp | 417.96%-447.5pp |
| Employer contribution / active EE | $3,256 | $4,038-19.4% | $3,635-10.4% | $4,740-31.3% |
| Participant deferral / active EE | $7,664 | $5,291+44.9% | $4,728+62.1% | $6,400+19.8% |
| Admin fee / account holder | $1,406 | $7,489-81.2% | $6,410-78.1% | $11,426-87.7% |