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 | $132,877 | $175,202-24.2% | $149,673-11.2% | $139,434-4.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.95% | 166.71%-162.8pp | 134.42%-130.5pp | 372.94%-369.0pp |
| Employer contribution / active EE | $26,500 | $5,474+384.1% | $4,818+450.1% | $4,751+457.8% |
| Participant deferral / active EE | $26,250 | $6,519+302.7% | $5,680+362.1% | $6,710+291.2% |
| Admin fee / account holder | $456 | $16,150-97.2% | $13,210-96.6% | $11,403-96.0% |