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 | $102,341 | $165,335-38.1% | $149,696-31.6% | $158,922-35.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.54% | 348.15%-342.6pp | 276.60%-271.1pp | 302.83%-297.3pp |
| Employer contribution / active EE | $9,122 | $5,103+78.8% | $4,644+96.4% | $4,761+91.6% |
| Participant deferral / active EE | $6,845 | $7,181-4.7% | $6,8420% | $5,982+14.4% |
| Admin fee / account holder | $1,766 | $10,807-83.7% | $9,309-81.0% | $11,246-84.3% |