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 8-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 | $15,507 | $107,934-85.6% | $91,989-83.1% | $152,861-89.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 6.41% | 89.24%-82.8pp | 69.02%-62.6pp | 345.32%-338.9pp |
| Employer contribution / active EE | $5,279 | $4,210+25.4% | $3,452+52.9% | $4,762+10.9% |
| Participant deferral / active EE | $8,071 | $6,364+26.8% | $5,923+36.3% | $5,850+38.0% |
| Admin fee / account holder | $1,114 | $10,520-89.4% | $7,743-85.6% | $11,596-90.4% |