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 4-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 | $4,903 | $104,974-95.3% | $95,585-94.9% | $142,382-96.6% |
| Participation rate | 91.7% | 75.0%+16.7pp | 72.1%+19.6pp | 80.1%+11.5pp |
| Annual return | -6.18% | 210.33%-216.5pp | 38.56%-44.7pp | 217.08%-223.3pp |
| Employer contribution / active EE | $741 | $2,779-73.3% | $2,527-70.7% | $4,299-82.8% |
| Participant deferral / active EE | $1,330 | $4,352-69.4% | $4,023-66.9% | $6,507-79.6% |
| Admin fee / account holder | $5,214 | $6,386-18.4% | $6,127-14.9% | $12,624-58.7% |