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 | $119,165 | $202,432-41.1% | $169,368-29.6% | $139,434-14.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.12% | 531.74%-528.6pp | 405.60%-402.5pp | 372.94%-369.8pp |
| Employer contribution / active EE | $3,100 | $4,692-33.9% | $4,013-22.7% | $4,751-34.7% |
| Participant deferral / active EE | $25,000 | $6,938+260.3% | $6,221+301.8% | $6,710+272.6% |
| Admin fee / account holder | $11,111 | $10,708+3.8% | $9,003+23.4% | $11,403-2.6% |