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 5-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 | $5,447 | $74,888-92.7% | $71,209-92.4% | $142,382-96.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.42% | 345.14%-338.7pp | 282.51%-276.1pp | 217.08%-210.7pp |
| Employer contribution / active EE | $4,079 | $2,854+42.9% | $2,721+49.9% | $4,299-5.1% |
| Participant deferral / active EE | $6,080 | $4,454+36.5% | $4,175+45.6% | $6,507-6.6% |
| Admin fee / account holder | $13,965 | $5,568+150.8% | $5,349+161.1% | $12,624+10.6% |