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 | $6,958 | $85,022-91.8% | $70,515-90.1% | $139,434-95.0% |
| Participation rate | 72.7% | 73.9%-1.2pp | 68.3%+4.4pp | 80.3%-7.6pp |
| Annual return | -53.81% | 30.38%-84.2pp | 32.77%-86.6pp | 372.94%-426.7pp |
| Employer contribution / active EE | $920 | $3,909-76.5% | $2,973-69.1% | $4,751-80.6% |
| Participant deferral / active EE | $2,111 | $5,890-64.2% | $4,567-53.8% | $6,710-68.5% |
| Admin fee / account holder | $2,475 | $8,906-72.2% | $6,412-61.4% | $11,403-78.3% |