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 | $147,548 | $85,022+73.5% | $70,515+109.2% | $139,434+5.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 7.48% | 30.38%-22.9pp | 32.77%-25.3pp | 372.94%-365.5pp |
| Employer contribution / active EE | $2,992 | $3,909-23.4% | $2,973+0.6% | $4,751-37.0% |
| Participant deferral / active EE | $14,398 | $5,890+144.4% | $4,567+215.3% | $6,710+114.6% |
| Admin fee / account holder | $1,523 | $8,906-82.9% | $6,412-76.2% | $11,403-86.6% |