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 3-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 | $6,212 | $158,398-96.1% | $126,539-95.1% | $142,382-95.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 5.63% | 593.76%-588.1pp | 425.95%-420.3pp | 217.08%-211.4pp |
| Employer contribution / active EE | $1,363 | $4,650-70.7% | $3,674-62.9% | $4,299-68.3% |
| Participant deferral / active EE | $1,363 | $4,767-71.4% | $4,083-66.6% | $6,507-79.1% |
| Admin fee / account holder | $738 | $6,918-89.3% | $6,065-87.8% | $12,624-94.2% |