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 | $58,573 | $152,587-61.6% | $125,175-53.2% | $152,861-61.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.57% | 54.84%-51.3pp | 43.79%-40.2pp | 345.32%-341.8pp |
| Employer contribution / active EE | $20,750 | $4,946+319.5% | $3,865+436.8% | $4,762+335.7% |
| Participant deferral / active EE | $11,180 | $5,868+90.5% | $4,937+126.5% | $5,850+91.1% |
| Admin fee / account holder | $169,121 | $13,434+1158.9% | $9,702+1643.1% | $11,596+1358.4% |