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 | $27,653 | $90,348-69.4% | $75,972-63.6% | $145,922-81.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 1.39% | 620.88%-619.5pp | 359.55%-358.2pp | 561.29%-559.9pp |
| Employer contribution / active EE | $25,000 | $3,311+655.0% | $2,685+831.1% | $4,660+436.5% |
| Participant deferral / active EE | $14,333 | $5,162+177.7% | $4,255+236.8% | $6,688+114.3% |
| Admin fee / account holder | $729,630 | $8,467+8517.5% | $6,467+11182.9% | $13,397+5346.2% |