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 | $67,366 | $84,233-20.0% | $170,442-60.5% | $70,131-3.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.13% | 23.06%-12.9pp | 205.93%-195.8pp | 73.14%-63.0pp |
| Employer contribution / active EE | $1,802 | $3,387-46.8% | $5,433-66.8% | $2,342-23.1% |
| Participant deferral / active EE | $3,642 | $3,086+18.0% | $4,939-26.3% | $3,332+9.3% |
| Admin fee / account holder | $7,419 | $5,698+30.2% | $13,880-46.5% | $4,645+59.7% |