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 | $66,156 | $217,402-69.6% | $185,823-64.4% | $167,490-60.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.13% | 148.36%-143.2pp | 122.05%-116.9pp | 478.56%-473.4pp |
| Employer contribution / active EE | $13,579 | $5,873+131.2% | $5,167+162.8% | $4,837+180.7% |
| Participant deferral / active EE | $6,333 | $6,356-0.4% | $5,568+13.7% | $6,341-0.1% |
| Admin fee / account holder | $516 | $19,811-97.4% | $16,237-96.8% | $12,309-95.8% |