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 | $85,964 | $177,572-51.6% | $154,803-44.5% | $142,382-39.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.28% | 65.07%-54.8pp | 58.88%-48.6pp | 217.08%-206.8pp |
| Employer contribution / active EE | $7,608 | $4,810+58.1% | $4,305+76.7% | $4,299+77.0% |
| Participant deferral / active EE | $7,807 | $6,272+24.5% | $5,540+40.9% | $6,507+20.0% |
| Admin fee / account holder | $3,139 | $16,786-81.3% | $14,329-78.1% | $12,624-75.1% |