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 | $75,626 | $99,079-23.7% | $77,999-3.0% | $273,961-72.4% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.5%+11.1pp | 83.0%+3.7pp |
| Annual return | 1.72% | 217.93%-216.2pp | 425.96%-424.2pp | 41.45%-39.7pp |
| Employer contribution / active EE | $2,172 | $3,308-34.3% | $2,470-12.1% | $4,869-55.4% |
| Participant deferral / active EE | $5,167 | $4,306+20.0% | $3,497+47.8% | $5,287-2.3% |
| Admin fee / account holder | $14,223 | $8,954+58.8% | $5,480+159.5% | $10,132+40.4% |