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 8-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 | $52,527 | $201,272-73.9% | $184,203-71.5% | $145,922-64.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -0.04% | 29.00%-29.0pp | 28.81%-28.8pp | 561.29%-561.3pp |
| Employer contribution / active EE | $17,188 | $7,022+144.8% | $6,427+167.4% | $4,660+268.9% |
| Participant deferral / active EE | $23,000 | $9,806+134.6% | $9,131+151.9% | $6,688+243.9% |
| Admin fee / account holder | $472,144 | $16,364+2785.3% | $13,901+3296.5% | $13,397+3424.3% |