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 9-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 | $40,161 | $108,919-63.1% | $100,391-60.0% | $145,922-72.5% |
| Participation rate | 95.2% | 82.9%+12.3pp | 81.5%+13.8pp | 80.3%+15.0pp |
| Annual return | 8.27% | 57.88%-49.6pp | 49.20%-40.9pp | 561.29%-553.0pp |
| Employer contribution / active EE | $4,686 | $4,419+6.0% | $3,942+18.9% | $4,660+0.6% |
| Participant deferral / active EE | $6,036 | $8,445-28.5% | $8,082-25.3% | $6,688-9.7% |
| Admin fee / account holder | $78,937 | $9,689+714.7% | $7,899+899.3% | $13,397+489.2% |