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 5-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 | $58,814 | $159,602-63.1% | $150,045-60.8% | $142,382-58.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.51% | 70.24%-62.7pp | 62.55%-55.0pp | 217.08%-209.6pp |
| Employer contribution / active EE | $20,202 | $4,961+307.3% | $4,693+330.5% | $4,299+369.9% |
| Participant deferral / active EE | $13,144 | $8,310+58.2% | $7,997+64.4% | $6,507+102.0% |
| Admin fee / account holder | $53,944 | $14,846+263.3% | $13,435+301.5% | $12,624+327.3% |