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 3-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 | $10,784 | $88,751-87.8% | $81,812-86.8% | $145,922-92.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 1.48% | 1025.40%-1023.9pp | 773.79%-772.3pp | 561.29%-559.8pp |
| Employer contribution / active EE | $1,560 | $3,083-49.4% | $2,912-46.4% | $4,660-66.5% |
| Participant deferral / active EE | $3,928 | $4,643-15.4% | $4,319-9.1% | $6,688-41.3% |
| Admin fee / account holder | $1,424 | $8,415-83.1% | $7,386-80.7% | $13,397-89.4% |