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 | $5,394 | $72,400-92.5% | $67,502-92.0% | $145,922-96.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.77% | 7182.46%-7175.7pp | 3512.12%-3505.4pp | 561.29%-554.5pp |
| Employer contribution / active EE | $567 | $3,069-81.5% | $2,731-79.2% | $4,660-87.8% |
| Participant deferral / active EE | $3,879 | $4,783-18.9% | $4,000-3.0% | $6,688-42.0% |
| Admin fee / account holder | $4,101 | $5,539-25.9% | $3,998+2.6% | $13,397-69.4% |