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 5-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 | $46,697 | $183,519-74.6% | $155,509-70.0% | $145,922-68.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.46% | 61.17%-53.7pp | 64.67%-57.2pp | 561.29%-553.8pp |
| Employer contribution / active EE | $7,870 | $5,313+48.1% | $4,672+68.4% | $4,660+68.9% |
| Participant deferral / active EE | $14,259 | $6,462+120.6% | $5,626+153.4% | $6,688+113.2% |
| Admin fee / account holder | $939 | $19,313-95.1% | $15,912-94.1% | $13,397-93.0% |