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 | $34,290 | $210,648-83.7% | $177,989-80.7% | $145,922-76.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.78% | 385.86%-382.1pp | 294.48%-290.7pp | 561.29%-557.5pp |
| Employer contribution / active EE | $990 | $4,565-78.3% | $3,949-74.9% | $4,660-78.8% |
| Participant deferral / active EE | $7,500 | $6,958+7.8% | $6,276+19.5% | $6,688+12.1% |
| Admin fee / account holder | $27,172 | $12,013+126.2% | $10,363+162.2% | $13,397+102.8% |