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 | $141,408 | $105,126+34.5% | $94,646+49.4% | $139,434+1.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 9.73% | 38.03%-28.3pp | 156.71%-147.0pp | 372.94%-363.2pp |
| Employer contribution / active EE | $3,066 | $4,106-25.3% | $3,672-16.5% | $4,751-35.5% |
| Participant deferral / active EE | $10,423 | $7,599+37.2% | $7,418+40.5% | $6,710+55.3% |
| Admin fee / account holder | $108,316 | $8,984+1105.7% | $7,231+1398.0% | $11,403+849.9% |