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 7-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 | $12,645 | $88,594-85.7% | $70,092-82.0% | $134,475-90.6% |
| Participation rate | 77.8% | 74.9%+2.8pp | 70.5%+7.3pp | 81.2%-3.4pp |
| Annual return | -24.39% | 442.67%-467.1pp | 190.73%-215.1pp | 417.96%-442.4pp |
| Employer contribution / active EE | $1,670 | $3,233-48.3% | $2,559-34.7% | $4,740-64.8% |
| Participant deferral / active EE | $4,713 | $4,772-1.2% | $3,849+22.5% | $6,400-26.4% |
| Admin fee / account holder | $747 | $10,441-92.8% | $6,267-88.1% | $11,426-93.5% |