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 10-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 | $13,255 | $123,909-89.3% | $69,647-81.0% | $145,922-90.9% |
| Participation rate | 80.0% | 69.2%+10.8pp | 66.5%+13.5pp | 80.3%-0.3pp |
| Annual return | 4.99% | 190.55%-185.6pp | 100.48%-95.5pp | 561.29%-556.3pp |
| Employer contribution / active EE | $517 | $2,682-80.7% | $1,712-69.8% | $4,660-88.9% |
| Participant deferral / active EE | $1,182 | $4,236-72.1% | $2,886-59.0% | $6,688-82.3% |
| Admin fee / account holder | $31,064 | $7,863+295.1% | $4,713+559.1% | $13,397+131.9% |