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 | $75,297 | $165,335-54.5% | $149,696-49.7% | $158,922-52.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.71% | 348.15%-344.4pp | 276.60%-272.9pp | 302.83%-299.1pp |
| Employer contribution / active EE | $1,792 | $5,103-64.9% | $4,644-61.4% | $4,761-62.4% |
| Participant deferral / active EE | $4,318 | $7,181-39.9% | $6,842-36.9% | $5,982-27.8% |
| Admin fee / account holder | $32,939 | $10,807+204.8% | $9,309+253.9% | $11,246+192.9% |