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 | $44,075 | $157,256-72.0% | $141,162-68.8% | $152,861-71.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.84% | 64.32%-56.5pp | 71.39%-63.6pp | 345.32%-337.5pp |
| Employer contribution / active EE | $3,566 | $5,261-32.2% | $4,735-24.7% | $4,762-25.1% |
| Participant deferral / active EE | $4,917 | $7,109-30.8% | $6,709-26.7% | $5,850-15.9% |
| Admin fee / account holder | $25,784 | $12,120+112.7% | $10,261+151.3% | $11,596+122.3% |