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 | $69,279 | $114,381-39.4% | $107,525-35.6% | $142,382-51.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.17% | 242.71%-235.5pp | 181.32%-174.1pp | 217.08%-209.9pp |
| Employer contribution / active EE | $10,714 | $4,015+166.9% | $3,754+185.4% | $4,299+149.2% |
| Participant deferral / active EE | $5,850 | $5,564+5.1% | $5,116+14.3% | $6,507-10.1% |
| Admin fee / account holder | $19,883 | $9,860+101.7% | $8,919+122.9% | $12,624+57.5% |