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 6-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 | $23,778 | $74,888-68.2% | $71,209-66.6% | $142,382-83.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.78% | 345.14%-341.4pp | 282.51%-278.7pp | 217.08%-213.3pp |
| Employer contribution / active EE | $10,418 | $2,854+265.0% | $2,721+282.9% | $4,299+142.3% |
| Participant deferral / active EE | $16,671 | $4,454+274.3% | $4,175+299.3% | $6,507+156.2% |
| Admin fee / account holder | $37,895 | $5,568+580.5% | $5,349+608.5% | $12,624+200.2% |