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 9-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 | $60,181 | $217,402-72.3% | $185,823-67.6% | $167,490-64.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.35% | 148.36%-144.0pp | 122.05%-117.7pp | 478.56%-474.2pp |
| Employer contribution / active EE | $4,563 | $5,873-22.3% | $5,167-11.7% | $4,837-5.7% |
| Participant deferral / active EE | $6,111 | $6,356-3.9% | $5,568+9.8% | $6,341-3.6% |
| Admin fee / account holder | $1,221 | $19,811-93.8% | $16,237-92.5% | $12,309-90.1% |