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 | $85,382 | $165,984-48.6% | $164,813-48.2% | $145,922-41.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.35% | 100.03%-91.7pp | 69.93%-61.6pp | 561.29%-552.9pp |
| Employer contribution / active EE | $4,570 | $5,273-13.3% | $4,341+5.3% | $4,660-1.9% |
| Participant deferral / active EE | $7,418 | $6,959+6.6% | $6,031+23.0% | $6,688+10.9% |
| Admin fee / account holder | $660 | $16,648-96.0% | $12,690-94.8% | $13,397-95.1% |