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 | $97,701 | $159,901-38.9% | $146,958-33.5% | $145,922-33.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.01% | 98.13%-96.1pp | 418.34%-416.3pp | 561.29%-559.3pp |
| Employer contribution / active EE | $6,602 | $5,286+24.9% | $4,933+33.8% | $4,660+41.7% |
| Participant deferral / active EE | $4,988 | $8,428-40.8% | $8,070-38.2% | $6,688-25.4% |
| Admin fee / account holder | $673 | $15,044-95.5% | $12,998-94.8% | $13,397-95.0% |