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 | $62,568 | $110,261-43.3% | $95,745-34.7% | $139,434-55.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 3.61% | 27.11%-23.5pp | 28.35%-24.7pp | 372.94%-369.3pp |
| Employer contribution / active EE | $35,007 | $3,257+974.7% | $2,835+1135.0% | $4,751+636.9% |
| Participant deferral / active EE | $20,000 | $4,676+327.7% | $4,245+371.2% | $6,710+198.1% |
| Admin fee / account holder | $7,687 | $6,613+16.2% | $5,678+35.4% | $11,403-32.6% |