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 | $56,351 | $57,281-1.6% | $86,612-34.9% | $75,163-25.0% |
| Participation rate | 84.3% | 63.2%+21.1pp | 71.7%+12.6pp | 67.2%+17.1pp |
| Annual return | 8.05% | 2670.75%-2662.7pp | 591.07%-583.0pp | 160.62%-152.6pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,898 | $3,318+198.3% | $4,438+123.0% | $4,125+139.9% |
| Admin fee / account holder | $5,044 | $4,112+22.7% | $5,614-10.2% | $5,651-10.7% |