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 | $127,752 | $209,411-39.0% | $178,490-28.4% | $158,922-19.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.30% | 188.75%-184.5pp | 151.07%-146.8pp | 302.83%-298.5pp |
| Employer contribution / active EE | $3,345 | $5,706-41.4% | $5,011-33.2% | $4,761-29.7% |
| Participant deferral / active EE | $7,000 | $5,954+17.6% | $5,202+34.6% | $5,982+17.0% |
| Admin fee / account holder | $1,052 | $17,074-93.8% | $13,984-92.5% | $11,246-90.6% |