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 | $26,026 | $65,409-60.2% | $98,442-73.6% | $85,850-69.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 8.80% | 21.76%-13.0pp | 1492.73%-1483.9pp | 318.53%-309.7pp |
| Employer contribution / active EE | $2,035 | $2,168-6.1% | $2,960-31.2% | $2,565-20.6% |
| Participant deferral / active EE | $2,238 | $3,166-29.3% | $4,276-47.7% | $3,952-43.4% |
| Admin fee / account holder | $2,473 | $4,593-46.2% | $5,949-58.4% | $6,260-60.5% |