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 | $106,599 | $77,899+36.8% | $149,673-28.8% | $75,163+41.8% |
| Participation rate | 95.9% | 65.6%+30.3pp | 78.8%+17.2pp | 67.2%+28.7pp |
| Annual return | 0.35% | 31.72%-31.4pp | 134.42%-134.1pp | 160.62%-160.3pp |
| Employer contribution / active EE | $14,187 | $3,137+352.2% | $4,818+194.5% | $2,670+431.4% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,532 | $5,956-74.3% | $13,210-88.4% | $5,651-72.9% |