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 6-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 | $21,780 | $49,173-55.7% | $121,098-82.0% | $75,163-71.0% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 10.55% | 55.99%-45.4pp | 985.75%-975.2pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,698 | $1,546+9.8% | $4,164-59.2% | $2,670-36.4% |
| Participant deferral / active EE | $3,146 | $2,628+19.7% | $4,080-22.9% | $4,125-23.7% |
| Admin fee / account holder | $444 | $3,942-88.7% | $5,644-92.1% | $5,651-92.1% |