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 | $91,351 | $159,602-42.8% | $150,045-39.1% | $142,382-35.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.83% | 70.24%-59.4pp | 62.55%-51.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $4,271 | $4,961-13.9% | $4,693-9.0% | $4,299-0.7% |
| Participant deferral / active EE | $16,944 | $8,310+103.9% | $7,997+111.9% | $6,507+160.4% |
| Admin fee / account holder | $3,295 | $14,846-77.8% | $13,435-75.5% | $12,624-73.9% |