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 | $13,477 | $95,862-85.9% | $79,550-83.1% | $134,475-90.0% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -27.77% | -2.69%-25.1pp | 0.16%-27.9pp | 417.96%-445.7pp |
| Employer contribution / active EE | $2,911 | $3,128-6.9% | $2,413+20.6% | $4,740-38.6% |
| Participant deferral / active EE | $6,181 | $4,693+31.7% | $3,985+55.1% | $6,400-3.4% |
| Admin fee / account holder | $472 | $9,126-94.8% | $6,832-93.1% | $11,426-95.9% |