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 6-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 | $94,902 | $214,378-55.7% | $200,582-52.7% | $142,382-33.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 3.89% | 46.41%-42.5pp | 42.33%-38.4pp | 217.08%-213.2pp |
| Employer contribution / active EE | $8,125 | $6,841+18.8% | $6,419+26.6% | $4,299+89.0% |
| Participant deferral / active EE | $16,790 | $9,865+70.2% | $9,331+79.9% | $6,507+158.0% |
| Admin fee / account holder | $969 | $17,692-94.5% | $16,305-94.1% | $12,624-92.3% |