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 7-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 | $86,396 | $162,781-46.9% | $133,956-35.5% | $158,922-45.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.06% | 41.94%-38.9pp | 45.09%-42.0pp | 302.83%-299.8pp |
| Employer contribution / active EE | $8,611 | $4,975+73.1% | $3,919+119.7% | $4,761+80.9% |
| Participant deferral / active EE | $4,749 | $5,911-19.7% | $5,048-5.9% | $5,982-20.6% |
| Admin fee / account holder | $54,866 | $11,736+367.5% | $8,927+514.6% | $11,246+387.9% |