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 | $54,291 | $74,888-27.5% | $71,209-23.8% | $142,382-61.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.64% | 345.14%-333.5pp | 282.51%-270.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,201 | $2,854-57.9% | $2,721-55.9% | $4,299-72.1% |
| Participant deferral / active EE | $4,022 | $4,454-9.7% | $4,175-3.7% | $6,507-38.2% |
| Admin fee / account holder | $1,260 | $5,568-77.4% | $5,349-76.4% | $12,624-90.0% |