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 | $37,850 | $177,572-78.7% | $154,803-75.5% | $142,382-73.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.98% | 65.07%-61.1pp | 58.88%-54.9pp | 217.08%-213.1pp |
| Employer contribution / active EE | $14,719 | $4,810+206.0% | $4,305+241.9% | $4,299+242.4% |
| Participant deferral / active EE | $7,953 | $6,272+26.8% | $5,540+43.5% | $6,507+22.2% |
| Admin fee / account holder | $91,706 | $16,786+446.3% | $14,329+540.0% | $12,624+626.5% |