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 7-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 | $4,593 | $88,751-94.8% | $81,812-94.4% | $145,922-96.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 7.00% | 1025.40%-1018.4pp | 773.79%-766.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,017 | $3,083-67.0% | $2,912-65.1% | $4,660-78.2% |
| Participant deferral / active EE | $1,753 | $4,643-62.2% | $4,319-59.4% | $6,688-73.8% |
| Admin fee / account holder | $1,193 | $8,415-85.8% | $7,386-83.9% | $13,397-91.1% |