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 | $44,266 | $177,572-75.1% | $154,803-71.4% | $142,382-68.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.06% | 65.07%-57.0pp | 58.88%-50.8pp | 217.08%-209.0pp |
| Employer contribution / active EE | $1,719 | $4,810-64.3% | $4,305-60.1% | $4,299-60.0% |
| Participant deferral / active EE | $2,642 | $6,272-57.9% | $5,540-52.3% | $6,507-59.4% |
| Admin fee / account holder | $69,285 | $16,786+312.8% | $14,329+383.5% | $12,624+448.9% |