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 6-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 | $108,699 | $185,200-41.3% | $142,863-23.9% | $167,490-35.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 1.52% | 8555.70%-8554.2pp | 5637.54%-5636.0pp | 478.56%-477.0pp |
| Employer contribution / active EE | $22,703 | $5,604+305.1% | $4,144+447.9% | $4,837+369.3% |
| Participant deferral / active EE | $13,000 | $4,494+189.3% | $3,837+238.8% | $6,341+105.0% |
| Admin fee / account holder | $3,284 | $8,031-59.1% | $6,560-49.9% | $12,309-73.3% |