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 9-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 | $12,854 | $99,877-87.1% | $84,966-84.9% | $145,922-91.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.27% | 83.76%-77.5pp | 66.38%-60.1pp | 561.29%-555.0pp |
| Employer contribution / active EE | $3,720 | $3,231+15.1% | $2,727+36.4% | $4,660-20.2% |
| Participant deferral / active EE | $18,094 | $5,291+242.0% | $4,519+300.4% | $6,688+170.6% |
| Admin fee / account holder | $61,390 | $7,248+747.0% | $6,149+898.4% | $13,397+358.2% |