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 7-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 | $14,698 | $67,331-78.2% | $60,874-75.9% | $134,475-89.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -27.03% | 49.93%-77.0pp | 16.90%-43.9pp | 417.96%-445.0pp |
| Employer contribution / active EE | $2,433 | $3,096-21.4% | $2,701-9.9% | $4,740-48.7% |
| Participant deferral / active EE | $7,275 | $4,538+60.3% | $3,817+90.6% | $6,400+13.7% |
| Admin fee / account holder | $313 | $4,582-93.2% | $3,224-90.3% | $11,426-97.3% |