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 | $71,124 | $148,534-52.1% | $135,903-47.7% | $139,434-49.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.41% | 79.19%-69.8pp | 68.23%-58.8pp | 372.94%-363.5pp |
| Employer contribution / active EE | $4,668 | $5,243-11.0% | $4,856-3.9% | $4,751-1.7% |
| Participant deferral / active EE | $4,443 | $8,100-45.2% | $7,758-42.7% | $6,710-33.8% |
| Admin fee / account holder | $2,157 | $12,400-82.6% | $10,762-80.0% | $11,403-81.1% |