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 | $66,449 | $88,751-25.1% | $81,812-18.8% | $145,922-54.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.38% | 1025.40%-1016.0pp | 773.79%-764.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,040 | $3,083-33.9% | $2,912-30.0% | $4,660-56.2% |
| Participant deferral / active EE | $5,246 | $4,643+13.0% | $4,319+21.5% | $6,688-21.6% |
| Admin fee / account holder | $23,806 | $8,415+182.9% | $7,386+222.3% | $13,397+77.7% |