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 | $11,681 | $82,286-85.8% | $68,791-83.0% | $134,475-91.3% |
| Participation rate | 73.7% | 75.1%-1.4pp | 69.0%+4.7pp | 81.2%-7.5pp |
| Annual return | -22.29% | -2.19%-20.1pp | -6.38%-15.9pp | 417.96%-440.3pp |
| Employer contribution / active EE | $1,879 | $3,301-43.1% | $2,655-29.2% | $4,740-60.4% |
| Participant deferral / active EE | $3,459 | $4,739-27.0% | $3,941-12.2% | $6,400-45.9% |
| Admin fee / account holder | $876 | $6,481-86.5% | $4,932-82.2% | $11,426-92.3% |