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 7-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 | $109,313 | $124,185-12.0% | $108,410+0.8% | $167,490-34.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.51% | 1379.64%-1375.1pp | 905.27%-900.8pp | 478.56%-474.1pp |
| Employer contribution / active EE | $43,187 | $4,187+931.6% | $3,558+1113.7% | $4,837+792.8% |
| Participant deferral / active EE | $24,375 | $6,908+252.8% | $6,563+271.4% | $6,341+284.4% |
| Admin fee / account holder | $395 | $9,455-95.8% | $7,295-94.6% | $12,309-96.8% |