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 6-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 | $52,869 | $177,572-70.2% | $154,803-65.8% | $142,382-62.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.66% | 65.07%-56.4pp | 58.88%-50.2pp | 217.08%-208.4pp |
| Employer contribution / active EE | $5,559 | $4,810+15.6% | $4,305+29.1% | $4,299+29.3% |
| Participant deferral / active EE | $3,085 | $6,272-50.8% | $5,540-44.3% | $6,507-52.6% |
| Admin fee / account holder | $1,086 | $16,786-93.5% | $14,329-92.4% | $12,624-91.4% |