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 5-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 | $57,411 | $108,919-47.3% | $100,391-42.8% | $145,922-60.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.51% | 57.88%-48.4pp | 49.20%-39.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,386 | $4,419-68.6% | $3,942-64.8% | $4,660-70.3% |
| Participant deferral / active EE | $4,599 | $8,445-45.5% | $8,082-43.1% | $6,688-31.2% |
| Admin fee / account holder | $767 | $9,689-92.1% | $7,899-90.3% | $13,397-94.3% |