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 | $7,478 | $92,703-91.9% | $82,719-91.0% | $134,475-94.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.97% | 944.92%-969.9pp | 701.18%-726.1pp | 417.96%-442.9pp |
| Employer contribution / active EE | $2,329 | $3,274-28.9% | $3,009-22.6% | $4,740-50.9% |
| Participant deferral / active EE | $6,014 | $4,802+25.2% | $4,395+36.8% | $6,400-6.0% |
| Admin fee / account holder | $1,037 | $5,983-82.7% | $5,329-80.5% | $11,426-90.9% |