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 10-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 | $66,013 | $91,538-27.9% | $129,995-49.2% | $75,163-12.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 12.75% | -631.11%+643.9pp | -137.18%+149.9pp | 160.62%-147.9pp |
| Employer contribution / active EE | $4,407 | $2,845+54.9% | $4,320+2.0% | $2,670+65.1% |
| Participant deferral / active EE | $2,061 | $4,341-52.5% | $5,820-64.6% | $4,125-50.0% |
| Admin fee / account holder | $5,014 | $6,790-26.2% | $10,614-52.8% | $5,651-11.3% |