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 | $62,081 | $158,398-60.8% | $126,539-50.9% | $142,382-56.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 6.21% | 593.76%-587.5pp | 425.95%-419.7pp | 217.08%-210.9pp |
| Employer contribution / active EE | $2,825 | $4,650-39.2% | $3,674-23.1% | $4,299-34.3% |
| Participant deferral / active EE | $1,607 | $4,767-66.3% | $4,083-60.6% | $6,507-75.3% |
| Admin fee / account holder | $26,136 | $6,918+277.8% | $6,065+331.0% | $12,624+107.0% |