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 7-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 | $124,195 | $177,572-30.1% | $154,803-19.8% | $142,382-12.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.21% | 65.07%-56.9pp | 58.88%-50.7pp | 217.08%-208.9pp |
| Employer contribution / active EE | $3,957 | $4,810-17.8% | $4,305-8.1% | $4,299-8.0% |
| Participant deferral / active EE | $9,131 | $6,272+45.6% | $5,540+64.8% | $6,507+40.3% |
| Admin fee / account holder | $222,230 | $16,786+1223.9% | $14,329+1450.9% | $12,624+1660.4% |