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 3-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 | $93,971 | $159,602-41.1% | $150,045-37.4% | $142,382-34.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.74% | 70.24%-66.5pp | 62.55%-58.8pp | 217.08%-213.3pp |
| Employer contribution / active EE | $7,254 | $4,961+46.2% | $4,693+54.6% | $4,299+68.7% |
| Participant deferral / active EE | $18,660 | $8,310+124.5% | $7,997+133.3% | $6,507+186.8% |
| Admin fee / account holder | $649 | $14,846-95.6% | $13,435-95.2% | $12,624-94.9% |