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 | $89,192 | $159,901-44.2% | $146,958-39.3% | $145,922-38.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.67% | 98.13%-92.5pp | 418.34%-412.7pp | 561.29%-555.6pp |
| Employer contribution / active EE | $17,705 | $5,286+234.9% | $4,933+258.9% | $4,660+280.0% |
| Participant deferral / active EE | $9,142 | $8,428+8.5% | $8,070+13.3% | $6,688+36.7% |
| Admin fee / account holder | $22,920 | $15,044+52.4% | $12,998+76.3% | $13,397+71.1% |