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 | $94,642 | $111,754-15.3% | $103,333-8.4% | $145,922-35.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.19% | 24.77%-17.6pp | 24.88%-17.7pp | 561.29%-554.1pp |
| Employer contribution / active EE | $2,781 | $4,212-34.0% | $3,868-28.1% | $4,660-40.3% |
| Participant deferral / active EE | $12,492 | $5,619+122.3% | $5,057+147.0% | $6,688+86.8% |
| Admin fee / account holder | $1,939 | $9,750-80.1% | $8,355-76.8% | $13,397-85.5% |