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 | $62,623 | $209,832-70.2% | $189,513-67.0% | $167,490-62.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.79% | 748.27%-740.5pp | 555.15%-547.4pp | 478.56%-470.8pp |
| Employer contribution / active EE | $5,111 | $6,914-26.1% | $6,162-17.1% | $4,837+5.7% |
| Participant deferral / active EE | $11,014 | $8,935+23.3% | $8,221+34.0% | $6,341+73.7% |
| Admin fee / account holder | $4,576 | $14,293-68.0% | $12,045-62.0% | $12,309-62.8% |