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 4-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 | $96,773 | $158,398-38.9% | $126,539-23.5% | $142,382-32.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 8.73% | 593.76%-585.0pp | 425.95%-417.2pp | 217.08%-208.3pp |
| Employer contribution / active EE | $3,038 | $4,650-34.7% | $3,674-17.3% | $4,299-29.3% |
| Participant deferral / active EE | $7,596 | $4,767+59.4% | $4,083+86.1% | $6,507+16.7% |
| Admin fee / account holder | $75,036 | $6,918+984.6% | $6,065+1137.3% | $12,624+494.4% |