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 | $19,275 | $73,515-73.8% | $62,995-69.4% | $147,584-86.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 5.80% | 175.43%-169.6pp | 87.57%-81.8pp | 578.55%-572.7pp |
| Employer contribution / active EE | $1,299 | $3,320-60.9% | $2,759-52.9% | $4,876-73.4% |
| Participant deferral / active EE | $2,046 | $4,185-51.1% | $3,329-38.6% | $5,439-62.4% |
| Admin fee / account holder | $1,518 | $5,953-74.5% | $3,600-57.8% | $10,885-86.1% |