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 | $13,751 | $111,754-87.7% | $103,333-86.7% | $145,922-90.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.88% | 24.77%-16.9pp | 24.88%-17.0pp | 561.29%-553.4pp |
| Employer contribution / active EE | $3,456 | $4,212-18.0% | $3,868-10.6% | $4,660-25.8% |
| Participant deferral / active EE | $3,456 | $5,619-38.5% | $5,057-31.7% | $6,688-48.3% |
| Admin fee / account holder | $474 | $9,750-95.1% | $8,355-94.3% | $13,397-96.5% |