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 | $66,479 | $81,632-18.6% | $70,449-5.6% | $158,922-58.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 2.61% | 208.40%-205.8pp | 109.03%-106.4pp | 302.83%-300.2pp |
| Employer contribution / active EE | $13,362 | $3,217+315.3% | $2,737+388.3% | $4,761+180.7% |
| Participant deferral / active EE | $12,003 | $4,554+163.6% | $3,709+223.6% | $5,982+100.6% |
| Admin fee / account holder | $517 | $6,193-91.7% | $3,845-86.6% | $11,246-95.4% |