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 8-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 | $51,964 | $209,411-75.2% | $178,490-70.9% | $158,922-67.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.06% | 188.75%-186.7pp | 151.07%-149.0pp | 302.83%-300.8pp |
| Employer contribution / active EE | $4,564 | $5,706-20.0% | $5,011-8.9% | $4,761-4.1% |
| Participant deferral / active EE | $15,167 | $5,954+154.7% | $5,202+191.6% | $5,982+153.5% |
| Admin fee / account holder | $2,225 | $17,074-87.0% | $13,984-84.1% | $11,246-80.2% |