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 9-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 | $74,229 | $48,795+52.1% | $65,493+13.3% | $84,808-12.5% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 10.82% | 20.20%-9.4pp | 982.45%-971.6pp | 40.90%-30.1pp |
| Employer contribution / active EE | $3,209 | $1,930+66.3% | $2,574+24.7% | $2,631+22.0% |
| Participant deferral / active EE | $3,209 | $2,928+9.6% | $3,961-19.0% | $4,212-23.8% |
| Admin fee / account holder | $1,786 | $3,877-53.9% | $5,028-64.5% | $7,344-75.7% |