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 9-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 | $166,308 | $97,744+70.1% | $103,476+60.7% | $145,922+14.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 0.86% | 25.41%-24.6pp | 23.90%-23.0pp | 561.29%-560.4pp |
| Employer contribution / active EE | $29,250 | $4,677+525.4% | $4,672+526.1% | $4,660+527.7% |
| Participant deferral / active EE | $23,000 | $6,603+248.3% | $6,623+247.3% | $6,688+243.9% |
| Admin fee / account holder | $1,321 | $12,515-89.4% | $9,413-86.0% | $13,397-90.1% |