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 | $36,963 | $202,318-81.7% | $172,739-78.6% | $152,861-75.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.09% | 1029.65%-1017.6pp | 802.84%-790.7pp | 345.32%-333.2pp |
| Employer contribution / active EE | $17,807 | $5,856+204.1% | $5,143+246.2% | $4,762+273.9% |
| Participant deferral / active EE | $5,081 | $5,948-14.6% | $5,198-2.2% | $5,850-13.2% |
| Admin fee / account holder | $337 | $17,109-98.0% | $13,954-97.6% | $11,596-97.1% |