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 | $51,957 | $81,460-36.2% | $103,333-49.7% | $80,856-35.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 8.72% | 25.55%-16.8pp | 24.88%-16.2pp | 35.59%-26.9pp |
| Employer contribution / active EE | $4,435 | $3,105+42.8% | $3,868+14.7% | $2,755+61.0% |
| Participant deferral / active EE | $8,087 | $3,869+109.0% | $5,057+59.9% | $4,296+88.3% |
| Admin fee / account holder | $22,131 | $6,566+237.0% | $8,355+164.9% | $6,918+219.9% |