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 9-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 | $16,304 | $91,037-82.1% | $71,671-77.3% | $147,584-89.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 4.81% | 20.48%-15.7pp | 20.65%-15.8pp | 578.55%-573.7pp |
| Employer contribution / active EE | $2,148 | $3,327-35.4% | $2,460-12.7% | $4,876-56.0% |
| Participant deferral / active EE | $3,223 | $4,498-28.3% | $3,438-6.3% | $5,439-40.7% |
| Admin fee / account holder | $1,200 | $8,613-86.1% | $5,558-78.4% | $10,885-89.0% |