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 7-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 | $54,179 | $177,572-69.5% | $154,803-65.0% | $142,382-61.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.82% | 65.07%-56.3pp | 58.88%-50.1pp | 217.08%-208.3pp |
| Employer contribution / active EE | $10,233 | $4,810+112.7% | $4,305+137.7% | $4,299+138.0% |
| Participant deferral / active EE | $8,238 | $6,272+31.3% | $5,540+48.7% | $6,507+26.6% |
| Admin fee / account holder | $5,159 | $16,786-69.3% | $14,329-64.0% | $12,624-59.1% |