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 | $18,070 | $76,738-76.5% | $56,411-68.0% | $145,922-87.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 3.75% | 2994.23%-2990.5pp | 1701.33%-1697.6pp | 561.29%-557.5pp |
| Employer contribution / active EE | $1,332 | $1,380-3.5% | $1,039+28.2% | $4,660-71.4% |
| Participant deferral / active EE | $4,264 | $2,623+62.6% | $1,952+118.5% | $6,688-36.2% |
| Admin fee / account holder | $389 | $3,334-88.3% | $2,829-86.2% | $13,397-97.1% |