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 | $21,067 | $82,664-74.5% | $125,339-83.2% | $68,494-69.2% |
| Participation rate | 86.2% | 75.0%+11.2pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -22.13% | -5.97%-16.2pp | 572.05%-594.2pp | -7.84%-14.3pp |
| Employer contribution / active EE | $1,362 | $3,381-59.7% | $4,814-71.7% | $2,596-47.5% |
| Participant deferral / active EE | $7,884 | $6,110+29.0% | $7,446+5.9% | $4,027+95.8% |
| Admin fee / account holder | $1,148 | $6,275-81.7% | $10,010-88.5% | $5,403-78.7% |