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 | $88,109 | $209,411-57.9% | $178,490-50.6% | $158,922-44.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.99% | 188.75%-183.8pp | 151.07%-146.1pp | 302.83%-297.8pp |
| Employer contribution / active EE | $3,430 | $5,706-39.9% | $5,011-31.5% | $4,761-28.0% |
| Participant deferral / active EE | $42,403 | $5,954+612.2% | $5,202+715.2% | $5,982+608.8% |
| Admin fee / account holder | $2,898 | $17,074-83.0% | $13,984-79.3% | $11,246-74.2% |