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 | $70,315 | $159,602-55.9% | $150,045-53.1% | $142,382-50.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.37% | 70.24%-58.9pp | 62.55%-51.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,478 | $4,961-29.9% | $4,693-25.9% | $4,299-19.1% |
| Participant deferral / active EE | $18,226 | $8,310+119.3% | $7,997+127.9% | $6,507+180.1% |
| Admin fee / account holder | $263,013 | $14,846+1671.6% | $13,435+1857.7% | $12,624+1983.5% |