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 | $42,598 | $106,890-60.1% | $84,015-49.3% | $152,861-72.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 7.02% | 104.99%-98.0pp | 71.31%-64.3pp | 345.32%-338.3pp |
| Employer contribution / active EE | $12,644 | $2,734+362.4% | $1,983+537.5% | $4,762+165.5% |
| Participant deferral / active EE | $6,952 | $4,011+73.3% | $3,239+114.7% | $5,850+18.8% |
| Admin fee / account holder | $330 | $8,285-96.0% | $6,101-94.6% | $11,596-97.2% |