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 | $79,438 | $106,584-25.5% | $101,326-21.6% | $142,382-44.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 4.44% | 36.93%-32.5pp | 36.82%-32.4pp | 217.08%-212.6pp |
| Employer contribution / active EE | $22,214 | $3,956+461.5% | $3,665+506.1% | $4,299+416.7% |
| Participant deferral / active EE | $10,333 | $8,297+24.5% | $7,994+29.3% | $6,507+58.8% |
| Admin fee / account holder | $1,652 | $11,446-85.6% | $11,185-85.2% | $12,624-86.9% |