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 | $80,107 | $84,233-4.9% | $170,442-53.0% | $70,131+14.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 5.06% | 23.06%-18.0pp | 205.93%-200.9pp | 73.14%-68.1pp |
| Employer contribution / active EE | $4,793 | $3,387+41.5% | $5,433-11.8% | $2,342+104.6% |
| Participant deferral / active EE | $3,905 | $3,086+26.6% | $4,939-20.9% | $3,332+17.2% |
| Admin fee / account holder | $629 | $5,698-89.0% | $13,880-95.5% | $4,645-86.5% |