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 4-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 | $70,695 | $210,648-66.4% | $177,989-60.3% | $145,922-51.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.67% | 385.86%-379.2pp | 294.48%-287.8pp | 561.29%-554.6pp |
| Employer contribution / active EE | $1,874 | $4,565-58.9% | $3,949-52.5% | $4,660-59.8% |
| Participant deferral / active EE | $2,811 | $6,958-59.6% | $6,276-55.2% | $6,688-58.0% |
| Admin fee / account holder | $7,177 | $12,013-40.3% | $10,363-30.7% | $13,397-46.4% |