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 | $68,831 | $104,974-34.4% | $95,585-28.0% | $142,382-51.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 8.71% | 210.33%-201.6pp | 38.56%-29.8pp | 217.08%-208.4pp |
| Employer contribution / active EE | $3,995 | $2,779+43.8% | $2,527+58.1% | $4,299-7.1% |
| Participant deferral / active EE | $13,495 | $4,352+210.1% | $4,023+235.5% | $6,507+107.4% |
| Admin fee / account holder | $457 | $6,386-92.8% | $6,127-92.5% | $12,624-96.4% |