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 | $89,114 | $159,901-44.3% | $146,958-39.4% | $145,922-38.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.56% | 98.13%-93.6pp | 418.34%-413.8pp | 561.29%-556.7pp |
| Employer contribution / active EE | $13,595 | $5,286+157.2% | $4,933+175.6% | $4,660+191.8% |
| Participant deferral / active EE | $10,836 | $8,428+28.6% | $8,070+34.3% | $6,688+62.0% |
| Admin fee / account holder | $16,502 | $15,044+9.7% | $12,998+27.0% | $13,397+23.2% |