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 | $16,678 | $95,561-82.5% | $77,163-78.4% | $139,434-88.0% |
| Participation rate | 0.0% | 73.9%-73.9pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 5.39% | 54.92%-49.5pp | 37.87%-32.5pp | 372.94%-367.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $4,624-100.0% | $3,833-100.0% | $6,710-100.0% |
| Admin fee / account holder | $70,826 | $8,295+753.9% | $5,472+1194.3% | $11,403+521.1% |