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 9-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 | $16,384 | $60,124-72.8% | $90,404-81.9% | $79,858-79.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 9.48% | 71.94%-62.5pp | 1293.02%-1283.5pp | 31.71%-22.2pp |
| Employer contribution / active EE | $436 | $2,068-78.9% | $3,262-86.6% | $2,471-82.4% |
| Participant deferral / active EE | $2,394 | $2,938-18.5% | $3,963-39.6% | $3,740-36.0% |
| Admin fee / account holder | $665 | $3,976-83.3% | $5,611-88.2% | $5,306-87.5% |