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 | $149,618 | $106,515+40.5% | $96,683+54.8% | $139,434+7.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.22% | 38.43%-30.2pp | 35.69%-27.5pp | 372.94%-364.7pp |
| Employer contribution / active EE | $2,896 | $4,103-29.4% | $3,737-22.5% | $4,751-39.0% |
| Participant deferral / active EE | $30,000 | $5,454+450.1% | $4,878+515.0% | $6,710+347.1% |
| Admin fee / account holder | $1,101 | $7,877-86.0% | $6,730-83.6% | $11,403-90.3% |