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 | $4,394 | $88,751-95.0% | $81,812-94.6% | $145,922-97.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -0.63% | 1025.40%-1026.0pp | 773.79%-774.4pp | 561.29%-561.9pp |
| Employer contribution / active EE | $2,324 | $3,083-24.6% | $2,912-20.2% | $4,660-50.1% |
| Participant deferral / active EE | $2,324 | $4,643-49.9% | $4,319-46.2% | $6,688-65.2% |
| Admin fee / account holder | $1,870 | $8,415-77.8% | $7,386-74.7% | $13,397-86.0% |