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 7-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 | $48,458 | $179,726-73.0% | $156,263-69.0% | $142,382-66.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 6.35% | 77.86%-71.5pp | 59.47%-53.1pp | 217.08%-210.7pp |
| Employer contribution / active EE | $4,507 | $5,069-11.1% | $4,333+4.0% | $4,299+4.8% |
| Participant deferral / active EE | $4,016 | $6,956-42.3% | $6,158-34.8% | $6,507-38.3% |
| Admin fee / account holder | $649 | $17,272-96.2% | $14,255-95.4% | $12,624-94.9% |