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 | $79,012 | $209,832-62.3% | $189,513-58.3% | $167,490-52.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 2.32% | 748.27%-746.0pp | 555.15%-552.8pp | 478.56%-476.2pp |
| Employer contribution / active EE | $4,951 | $6,914-28.4% | $6,162-19.7% | $4,837+2.3% |
| Participant deferral / active EE | $9,273 | $8,935+3.8% | $8,221+12.8% | $6,341+46.2% |
| Admin fee / account holder | $119,851 | $14,293+738.5% | $12,045+895.0% | $12,309+873.7% |