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 7-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 | $64,384 | $165,335-61.1% | $149,696-57.0% | $158,922-59.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.10% | 348.15%-343.0pp | 276.60%-271.5pp | 302.83%-297.7pp |
| Employer contribution / active EE | $3,947 | $5,103-22.7% | $4,644-15.0% | $4,761-17.1% |
| Participant deferral / active EE | $5,875 | $7,181-18.2% | $6,842-14.1% | $5,982-1.8% |
| Admin fee / account holder | $2,362 | $10,807-78.1% | $9,309-74.6% | $11,246-79.0% |