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 10-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 | $92,989 | $159,602-41.7% | $150,045-38.0% | $142,382-34.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.06% | 70.24%-67.2pp | 62.55%-59.5pp | 217.08%-214.0pp |
| Employer contribution / active EE | $19,626 | $4,961+295.6% | $4,693+318.2% | $4,299+356.5% |
| Participant deferral / active EE | $19,092 | $8,310+129.7% | $7,997+138.7% | $6,507+193.4% |
| Admin fee / account holder | $336,154 | $14,846+2164.2% | $13,435+2402.1% | $12,624+2562.9% |