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 | $74,510 | $169,032-55.9% | $129,207-42.3% | $145,922-48.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.88% | 14330.11%-14323.2pp | 9417.33%-9410.4pp | 561.29%-554.4pp |
| Employer contribution / active EE | $4,026 | $5,537-27.3% | $4,153-3.1% | $4,660-13.6% |
| Participant deferral / active EE | $12,174 | $4,987+144.1% | $4,168+192.1% | $6,688+82.0% |
| Admin fee / account holder | $10,840 | $9,954+8.9% | $7,715+40.5% | $13,397-19.1% |