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 | $88,972 | $209,832-57.6% | $189,513-53.1% | $167,490-46.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 2.67% | 748.27%-745.6pp | 555.15%-552.5pp | 478.56%-475.9pp |
| Employer contribution / active EE | $7,645 | $6,914+10.6% | $6,162+24.1% | $4,837+58.0% |
| Participant deferral / active EE | $8,863 | $8,935-0.8% | $8,221+7.8% | $6,341+39.8% |
| Admin fee / account holder | $907 | $14,293-93.7% | $12,045-92.5% | $12,309-92.6% |