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 | $7,412 | $39,019-81.0% | $80,716-90.8% | $85,850-91.4% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 2.85% | 26.27%-23.4pp | 87.28%-84.4pp | 318.53%-315.7pp |
| Employer contribution / active EE | $1,644 | $722+127.7% | $1,160+41.7% | $2,565-35.9% |
| Participant deferral / active EE | $763 | $1,326-42.5% | $2,146-64.5% | $3,952-80.7% |
| Admin fee / account holder | $839 | $2,431-65.5% | $3,380-75.2% | $6,260-86.6% |