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 | $58,337 | $148,534-60.7% | $135,903-57.1% | $139,434-58.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.34% | 79.19%-67.9pp | 68.23%-56.9pp | 372.94%-361.6pp |
| Employer contribution / active EE | $8,111 | $5,243+54.7% | $4,856+67.0% | $4,751+70.7% |
| Participant deferral / active EE | $8,999 | $8,100+11.1% | $7,758+16.0% | $6,710+34.1% |
| Admin fee / account holder | $95,172 | $12,400+667.5% | $10,762+784.3% | $11,403+734.7% |