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 | $56,513 | $91,190-38.0% | $178,490-68.3% | $79,858-29.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 8.67% | 24.19%-15.5pp | 151.07%-142.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $5,698 | $3,256+75.0% | $5,011+13.7% | $2,471+130.6% |
| Participant deferral / active EE | $5,028 | $3,236+55.4% | $5,202-3.3% | $3,740+34.4% |
| Admin fee / account holder | $445 | $6,751-93.4% | $13,984-96.8% | $5,306-91.6% |