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 | $4,959 | $70,606-93.0% | $53,898-90.8% | $142,382-96.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 6.50% | 619.81%-613.3pp | 528.60%-522.1pp | 217.08%-210.6pp |
| Employer contribution / active EE | $369 | $1,202-69.3% | $932-60.4% | $4,299-91.4% |
| Participant deferral / active EE | $516 | $2,364-78.2% | $1,826-71.7% | $6,507-92.1% |
| Admin fee / account holder | $8,880 | $2,852+211.4% | $2,491+256.5% | $12,624-29.7% |