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 | $45,347 | $217,402-79.1% | $185,823-75.6% | $167,490-72.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.18% | 148.36%-141.2pp | 122.05%-114.9pp | 478.56%-471.4pp |
| Employer contribution / active EE | $4,735 | $5,873-19.4% | $5,167-8.4% | $4,837-2.1% |
| Participant deferral / active EE | $15,233 | $6,356+139.7% | $5,568+173.6% | $6,341+140.2% |
| Admin fee / account holder | $856 | $19,811-95.7% | $16,237-94.7% | $12,309-93.0% |