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 | $56,822 | $202,318-71.9% | $172,739-67.1% | $152,861-62.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.66% | 1029.65%-1025.0pp | 802.84%-798.2pp | 345.32%-340.7pp |
| Employer contribution / active EE | $1,681 | $5,856-71.3% | $5,143-67.3% | $4,762-64.7% |
| Participant deferral / active EE | $6,196 | $5,948+4.2% | $5,198+19.2% | $5,850+5.9% |
| Admin fee / account holder | $689 | $17,109-96.0% | $13,954-95.1% | $11,596-94.1% |