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 | $81,998 | $148,534-44.8% | $135,903-39.7% | $139,434-41.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.11% | 79.19%-75.1pp | 68.23%-64.1pp | 372.94%-368.8pp |
| Employer contribution / active EE | $11,625 | $5,243+121.7% | $4,856+139.4% | $4,751+144.7% |
| Participant deferral / active EE | $9,995 | $8,100+23.4% | $7,758+28.8% | $6,710+49.0% |
| Admin fee / account holder | $28,217 | $12,400+127.6% | $10,762+162.2% | $11,403+147.5% |