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 | $118,079 | $159,901-26.2% | $146,958-19.7% | $145,922-19.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.28% | 98.13%-91.9pp | 418.34%-412.1pp | 561.29%-555.0pp |
| Employer contribution / active EE | $13,222 | $5,286+150.1% | $4,933+168.0% | $4,660+183.8% |
| Participant deferral / active EE | $6,596 | $8,428-21.7% | $8,070-18.3% | $6,688-1.4% |
| Admin fee / account holder | $1,194 | $15,044-92.1% | $12,998-90.8% | $13,397-91.1% |