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 3-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 | $107,722 | $201,272-46.5% | $184,203-41.5% | $145,922-26.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.89% | 29.00%-24.1pp | 28.81%-23.9pp | 561.29%-556.4pp |
| Employer contribution / active EE | $27,820 | $7,022+296.2% | $6,427+332.9% | $4,660+497.0% |
| Participant deferral / active EE | $31,310 | $9,806+219.3% | $9,131+242.9% | $6,688+368.2% |
| Admin fee / account holder | $535 | $16,364-96.7% | $13,901-96.2% | $13,397-96.0% |