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 | $33,240 | $214,378-84.5% | $200,582-83.4% | $142,382-76.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 1.97% | 46.41%-44.4pp | 42.33%-40.4pp | 217.08%-215.1pp |
| Employer contribution / active EE | $2,985 | $6,841-56.4% | $6,419-53.5% | $4,299-30.6% |
| Participant deferral / active EE | $12,333 | $9,865+25.0% | $9,331+32.2% | $6,507+89.5% |
| Admin fee / account holder | $473,093 | $17,692+2574.1% | $16,305+2801.6% | $12,624+3647.7% |