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 6-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 | $13,116 | $99,159-86.8% | - | $167,490-92.2% |
| Participation rate | 100.0% | 69.9%+30.1pp | - | 82.1%+17.9pp |
| Annual return | 1.67% | 15.94%-14.3pp | - | 478.56%-476.9pp |
| Employer contribution / active EE | $492 | $3,061-83.9% | - | $4,837-89.8% |
| Participant deferral / active EE | $615 | $4,624-86.7% | - | $6,341-90.3% |
| Admin fee / account holder | $1,500 | $3,125-52.0% | - | $12,309-87.8% |