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 | $101,068 | $202,318-50.0% | $172,739-41.5% | $152,861-33.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 8.49% | 1029.65%-1021.2pp | 802.84%-794.4pp | 345.32%-336.8pp |
| Employer contribution / active EE | $2,371 | $5,856-59.5% | $5,143-53.9% | $4,762-50.2% |
| Participant deferral / active EE | $8,714 | $5,948+46.5% | $5,198+67.6% | $5,850+48.9% |
| Admin fee / account holder | $204,422 | $17,109+1094.8% | $13,954+1365.0% | $11,596+1662.8% |