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 | $122,757 | $150,440-18.4% | $136,294-9.9% | $147,584-16.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 7.92% | 1049.08%-1041.2pp | 5155.94%-5148.0pp | 578.55%-570.6pp |
| Employer contribution / active EE | $2,939 | $5,256-44.1% | $4,695-37.4% | $4,876-39.7% |
| Participant deferral / active EE | $8,390 | $6,630+26.5% | $6,247+34.3% | $5,439+54.3% |
| Admin fee / account holder | $510 | $10,905-95.3% | $9,243-94.5% | $10,885-95.3% |