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 | $66,085 | $202,318-67.3% | $172,739-61.7% | $152,861-56.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.37% | 1029.65%-1029.3pp | 802.84%-802.5pp | 345.32%-344.9pp |
| Employer contribution / active EE | $3,200 | $5,856-45.4% | $5,143-37.8% | $4,762-32.8% |
| Participant deferral / active EE | $12,080 | $5,948+103.1% | $5,198+132.4% | $5,850+106.5% |
| Admin fee / account holder | $27,501 | $17,109+60.7% | $13,954+97.1% | $11,596+137.1% |