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 | $71,432 | $159,602-55.2% | $150,045-52.4% | $142,382-49.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.35% | 70.24%-62.9pp | 62.55%-55.2pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,835 | $4,961-63.0% | $4,693-60.9% | $4,299-57.3% |
| Participant deferral / active EE | $3,387 | $8,310-59.2% | $7,997-57.6% | $6,507-47.9% |
| Admin fee / account holder | $13,365 | $14,846-10.0% | $13,435-0.5% | $12,624+5.9% |