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 4-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 | $13,070 | $88,751-85.3% | $81,812-84.0% | $145,922-91.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 5.59% | 1025.40%-1019.8pp | 773.79%-768.2pp | 561.29%-555.7pp |
| Employer contribution / active EE | $2,013 | $3,083-34.7% | $2,912-30.9% | $4,660-56.8% |
| Participant deferral / active EE | $2,848 | $4,643-38.7% | $4,319-34.1% | $6,688-57.4% |
| Admin fee / account holder | $717 | $8,415-91.5% | $7,386-90.3% | $13,397-94.6% |