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 | $8,217 | $57,016-85.6% | $84,966-90.3% | $80,856-89.8% |
| Participation rate | 96.7% | 56.3%+40.3pp | 67.5%+29.2pp | 67.6%+29.0pp |
| Annual return | -3.19% | 21.66%-24.9pp | 66.38%-69.6pp | 35.59%-38.8pp |
| Employer contribution / active EE | $600 | $1,798-66.6% | $2,727-78.0% | $2,755-78.2% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $497 | $4,980-90.0% | $6,149-91.9% | $6,918-92.8% |