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 3-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 | $13,960 | $111,754-87.5% | $103,333-86.5% | $145,922-90.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.31% | 24.77%-21.5pp | 24.88%-21.6pp | 561.29%-558.0pp |
| Employer contribution / active EE | $1,917 | $4,212-54.5% | $3,868-50.4% | $4,660-58.9% |
| Participant deferral / active EE | $11,500 | $5,619+104.7% | $5,057+127.4% | $6,688+72.0% |
| Admin fee / account holder | $4,644 | $9,750-52.4% | $8,355-44.4% | $13,397-65.3% |