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 | $95,610 | $100,041-4.4% | $149,718-36.1% | $70,131+36.3% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 11.24% | 27.43%-16.2pp | 1501.63%-1490.4pp | 73.14%-61.9pp |
| Employer contribution / active EE | $3,882 | $3,662+6.0% | $5,445-28.7% | $2,342+65.7% |
| Participant deferral / active EE | $2,995 | $4,983-39.9% | $6,569-54.4% | $3,332-10.1% |
| Admin fee / account holder | $3,969 | $8,286-52.1% | $11,283-64.8% | $4,645-14.6% |