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 | $9,856 | $88,751-88.9% | $81,812-88.0% | $145,922-93.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.76% | 1025.40%-1016.6pp | 773.79%-765.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,411 | $3,083-21.8% | $2,912-17.2% | $4,660-48.3% |
| Participant deferral / active EE | $3,425 | $4,643-26.2% | $4,319-20.7% | $6,688-48.8% |
| Admin fee / account holder | $6,258 | $8,415-25.6% | $7,386-15.3% | $13,397-53.3% |