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 5-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 | $15,439 | $108,919-85.8% | $100,391-84.6% | $145,922-89.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 6.41% | 57.88%-51.5pp | 49.20%-42.8pp | 561.29%-554.9pp |
| Employer contribution / active EE | $539 | $4,419-87.8% | $3,942-86.3% | $4,660-88.4% |
| Participant deferral / active EE | $5,363 | $8,445-36.5% | $8,082-33.6% | $6,688-19.8% |
| Admin fee / account holder | $952 | $9,689-90.2% | $7,899-87.9% | $13,397-92.9% |