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 7-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 | $38,955 | $201,272-80.6% | $184,203-78.9% | $145,922-73.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.92% | 29.00%-21.1pp | 28.81%-20.9pp | 561.29%-553.4pp |
| Employer contribution / active EE | $6,106 | $7,022-13.0% | $6,427-5.0% | $4,660+31.0% |
| Participant deferral / active EE | $6,617 | $9,806-32.5% | $9,131-27.5% | $6,688-1.1% |
| Admin fee / account holder | $27,101 | $16,364+65.6% | $13,901+95.0% | $13,397+102.3% |