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 | $17,581 | $90,348-80.5% | $75,972-76.9% | $145,922-88.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.13% | 620.88%-613.7pp | 359.55%-352.4pp | 561.29%-554.2pp |
| Employer contribution / active EE | $4,117 | $3,311+24.3% | $2,685+53.3% | $4,660-11.6% |
| Participant deferral / active EE | $7,100 | $5,162+37.6% | $4,255+66.8% | $6,688+6.2% |
| Admin fee / account holder | $6,912 | $8,467-18.4% | $6,467+6.9% | $13,397-48.4% |