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 4-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 | $40,937 | $165,984-75.3% | $164,813-75.2% | $145,922-71.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.69% | 100.03%-97.3pp | 69.93%-67.2pp | 561.29%-558.6pp |
| Employer contribution / active EE | $4,785 | $5,273-9.3% | $4,341+10.2% | $4,660+2.7% |
| Participant deferral / active EE | $13,396 | $6,959+92.5% | $6,031+122.1% | $6,688+100.3% |
| Admin fee / account holder | $167,338 | $16,648+905.2% | $12,690+1218.7% | $13,397+1149.1% |