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 | $28,694 | $102,604-72.0% | $86,188-66.7% | $139,434-79.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 3.78% | 1922.51%-1918.7pp | 1168.45%-1164.7pp | 372.94%-369.2pp |
| Employer contribution / active EE | $8,591 | $3,032+183.3% | $2,380+260.9% | $4,751+80.8% |
| Participant deferral / active EE | $4,823 | $4,676+3.1% | $3,985+21.0% | $6,710-28.1% |
| Admin fee / account holder | $74,144 | $8,657+756.5% | $6,852+982.1% | $11,403+550.2% |