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 | $27,269 | $148,534-81.6% | $135,903-79.9% | $139,434-80.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.00% | 79.19%-76.2pp | 68.23%-65.2pp | 372.94%-369.9pp |
| Employer contribution / active EE | $1,449 | $5,243-72.4% | $4,856-70.2% | $4,751-69.5% |
| Participant deferral / active EE | $12,806 | $8,100+58.1% | $7,758+65.1% | $6,710+90.8% |
| Admin fee / account holder | $18,192 | $12,400+46.7% | $10,762+69.0% | $11,403+59.5% |