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 10-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 | $17,858 | $159,901-88.8% | $146,958-87.8% | $145,922-87.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.44% | 98.13%-91.7pp | 418.34%-411.9pp | 561.29%-554.8pp |
| Employer contribution / active EE | $8,009 | $5,286+51.5% | $4,933+62.4% | $4,660+71.9% |
| Participant deferral / active EE | $4,830 | $8,428-42.7% | $8,070-40.1% | $6,688-27.8% |
| Admin fee / account holder | $76,662 | $15,044+409.6% | $12,998+489.8% | $13,397+472.2% |