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 6-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 | $73,796 | $96,635-23.6% | $86,612-14.8% | $139,434-47.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.52% | 106.41%-95.9pp | 591.07%-580.6pp | 372.94%-362.4pp |
| Employer contribution / active EE | $4,879 | $3,263+49.5% | $3,022+61.4% | $4,751+2.7% |
| Participant deferral / active EE | $2,440 | $4,836-49.6% | $4,438-45.0% | $6,710-63.6% |
| Admin fee / account holder | $1,048 | $6,408-83.7% | $5,614-81.3% | $11,403-90.8% |