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 | $15,015 | $27,915-46.2% | $58,482-74.3% | $75,163-80.0% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 14.00% | 44.20%-30.2pp | 4239.32%-4225.3pp | 160.62%-146.6pp |
| Employer contribution / active EE | $980 | $669+46.5% | $1,053-6.9% | $2,670-63.3% |
| Participant deferral / active EE | $4,082 | $1,201+239.8% | $1,924+112.2% | $4,125-1.0% |
| Admin fee / account holder | $397 | $1,726-77.0% | $2,516-84.2% | $5,651-93.0% |