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 | $39,128 | $210,648-81.4% | $177,989-78.0% | $145,922-73.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.05% | 385.86%-379.8pp | 294.48%-288.4pp | 561.29%-555.2pp |
| Employer contribution / active EE | $2,460 | $4,565-46.1% | $3,949-37.7% | $4,660-47.2% |
| Participant deferral / active EE | $5,582 | $6,958-19.8% | $6,276-11.1% | $6,688-16.5% |
| Admin fee / account holder | $108,934 | $12,013+806.8% | $10,363+951.2% | $13,397+713.1% |