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 | $16,552 | $100,852-83.6% | $90,404-81.7% | $158,922-89.6% |
| Participation rate | 70.6% | 75.0%-4.4pp | 72.7%-2.1pp | 82.0%-11.4pp |
| Annual return | 2.03% | 1724.20%-1722.2pp | 1293.02%-1291.0pp | 302.83%-300.8pp |
| Employer contribution / active EE | $1,114 | $3,689-69.8% | $3,262-65.8% | $4,761-76.6% |
| Participant deferral / active EE | $1,325 | $4,348-69.5% | $3,963-66.6% | $5,982-77.8% |
| Admin fee / account holder | $31,456 | $6,501+383.9% | $5,611+460.6% | $11,246+179.7% |