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 | $46,791 | $165,335-71.7% | $149,696-68.7% | $158,922-70.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.12% | 348.15%-341.0pp | 276.60%-269.5pp | 302.83%-295.7pp |
| Employer contribution / active EE | $4,013 | $5,103-21.4% | $4,644-13.6% | $4,761-15.7% |
| Participant deferral / active EE | $19,000 | $7,181+164.6% | $6,842+177.7% | $5,982+217.6% |
| Admin fee / account holder | $2,160 | $10,807-80.0% | $9,309-76.8% | $11,246-80.8% |