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 6-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 | $83,084 | $74,888+10.9% | $71,209+16.7% | $142,382-41.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 1.03% | 345.14%-344.1pp | 282.51%-281.5pp | 217.08%-216.0pp |
| Employer contribution / active EE | $2,938 | $2,854+2.9% | $2,721+8.0% | $4,299-31.7% |
| Participant deferral / active EE | $21,840 | $4,454+390.3% | $4,175+423.1% | $6,507+235.6% |
| Admin fee / account holder | $25,728 | $5,568+362.0% | $5,349+381.0% | $12,624+103.8% |