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 | $14,109 | $177,572-92.1% | $154,803-90.9% | $142,382-90.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.28% | 65.07%-59.8pp | 58.88%-53.6pp | 217.08%-211.8pp |
| Employer contribution / active EE | $1,058 | $4,810-78.0% | $4,305-75.4% | $4,299-75.4% |
| Participant deferral / active EE | $7,778 | $6,272+24.0% | $5,540+40.4% | $6,507+19.5% |
| Admin fee / account holder | $254,359 | $16,786+1415.3% | $14,329+1675.1% | $12,624+1914.9% |