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 | $29,891 | $111,724-73.2% | $93,606-68.1% | $145,922-79.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.25% | 202.98%-195.7pp | 133.20%-126.0pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,977 | $3,090-36.0% | $2,420-18.3% | $4,660-57.6% |
| Participant deferral / active EE | $12,383 | $4,912+152.1% | $4,411+180.7% | $6,688+85.2% |
| Admin fee / account holder | $1,060 | $10,250-89.7% | $8,285-87.2% | $13,397-92.1% |