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 9-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 | $109,421 | $159,602-31.4% | $150,045-27.1% | $142,382-23.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.49% | 70.24%-61.8pp | 62.55%-54.1pp | 217.08%-208.6pp |
| Employer contribution / active EE | $2,789 | $4,961-43.8% | $4,693-40.6% | $4,299-35.1% |
| Participant deferral / active EE | $23,920 | $8,310+187.8% | $7,997+199.1% | $6,507+267.6% |
| Admin fee / account holder | $6,921 | $14,846-53.4% | $13,435-48.5% | $12,624-45.2% |