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 10-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 | $15,664 | $102,966-84.8% | $90,281-82.6% | $152,861-89.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.39% | 95.16%-88.8pp | 78.10%-71.7pp | 345.32%-338.9pp |
| Employer contribution / active EE | $8,766 | $3,139+179.3% | $2,854+207.1% | $4,762+84.1% |
| Participant deferral / active EE | $5,502 | $4,281+28.5% | $3,885+41.6% | $5,850-6.0% |
| Admin fee / account holder | $36,500 | $6,171+491.5% | $5,351+582.1% | $11,596+214.8% |