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 9-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 | $104,589 | $179,726-41.8% | $156,263-33.1% | $142,382-26.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 0.47% | 77.86%-77.4pp | 59.47%-59.0pp | 217.08%-216.6pp |
| Employer contribution / active EE | $3,784 | $5,069-25.4% | $4,333-12.7% | $4,299-12.0% |
| Participant deferral / active EE | $11,874 | $6,956+70.7% | $6,158+92.8% | $6,507+82.5% |
| Admin fee / account holder | $6,146 | $17,272-64.4% | $14,255-56.9% | $12,624-51.3% |