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 | $9,858 | $152,509-93.5% | $117,472-91.6% | $134,475-92.7% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -26.23% | 52.99%-79.2pp | 29.74%-56.0pp | 417.96%-444.2pp |
| Employer contribution / active EE | $737 | $5,571-86.8% | $4,176-82.3% | $4,740-84.4% |
| Participant deferral / active EE | $4,300 | $4,818-10.8% | $4,070+5.6% | $6,400-32.8% |
| Admin fee / account holder | $340 | $7,004-95.1% | $5,645-94.0% | $11,426-97.0% |