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 4-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 | $49,999 | $159,602-68.7% | $150,045-66.7% | $142,382-64.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.12% | 70.24%-61.1pp | 62.55%-53.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $8,887 | $4,961+79.2% | $4,693+89.4% | $4,299+106.7% |
| Participant deferral / active EE | $7,974 | $8,310-4.0% | $7,997-0.3% | $6,507+22.5% |
| Admin fee / account holder | $488 | $14,846-96.7% | $13,435-96.4% | $12,624-96.1% |