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 | $74,330 | $72,400+2.7% | $67,502+10.1% | $145,922-49.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.19% | 7182.46%-7174.3pp | 3512.12%-3503.9pp | 561.29%-553.1pp |
| Employer contribution / active EE | $3,125 | $3,069+1.8% | $2,731+14.4% | $4,660-32.9% |
| Participant deferral / active EE | $14,000 | $4,783+192.7% | $4,000+250.0% | $6,688+109.3% |
| Admin fee / account holder | $1,253 | $5,539-77.4% | $3,998-68.6% | $13,397-90.6% |