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 4-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 | $40,386 | $159,602-74.7% | $150,045-73.1% | $142,382-71.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.82% | 70.24%-63.4pp | 62.55%-55.7pp | 217.08%-210.3pp |
| Employer contribution / active EE | $4,984 | $4,961+0.5% | $4,693+6.2% | $4,299+15.9% |
| Participant deferral / active EE | $9,626 | $8,310+15.8% | $7,997+20.4% | $6,507+47.9% |
| Admin fee / account holder | $4,103 | $14,846-72.4% | $13,435-69.5% | $12,624-67.5% |