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 | $8,966 | $70,756-87.3% | $65,493-86.3% | $142,382-93.7% |
| Participation rate | 94.4% | 77.4%+17.1pp | 73.1%+21.4pp | 80.1%+14.3pp |
| Annual return | 10.33% | 1754.89%-1744.6pp | 982.45%-972.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $737 | $2,881-74.4% | $2,574-71.4% | $4,299-82.9% |
| Participant deferral / active EE | $1,779 | $4,637-61.6% | $3,961-55.1% | $6,507-72.7% |
| Admin fee / account holder | $5,359 | $6,559-18.3% | $5,028+6.6% | $12,624-57.5% |