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 | $9,421 | $93,024-89.9% | $77,024-87.8% | $134,475-93.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -24.03% | 62.60%-86.6pp | 42.32%-66.3pp | 417.96%-442.0pp |
| Employer contribution / active EE | $1,703 | $3,418-50.2% | $2,812-39.4% | $4,740-64.1% |
| Participant deferral / active EE | $2,732 | $5,238-47.8% | $4,426-38.3% | $6,400-57.3% |
| Admin fee / account holder | $484 | $6,944-93.0% | $5,425-91.1% | $11,426-95.8% |