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 | $50,006 | $98,750-49.4% | $149,696-66.6% | $79,858-37.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.64% | 27.43%-17.8pp | 276.60%-267.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $3,953 | $3,216+22.9% | $4,644-14.9% | $2,471+60.0% |
| Participant deferral / active EE | $5,287 | $5,680-6.9% | $6,842-22.7% | $3,740+41.4% |
| Admin fee / account holder | $4,645 | $6,053-23.3% | $9,309-50.1% | $5,306-12.5% |