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 7-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 | $56,786 | $177,572-68.0% | $154,803-63.3% | $142,382-60.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 2.57% | 65.07%-62.5pp | 58.88%-56.3pp | 217.08%-214.5pp |
| Employer contribution / active EE | $11,537 | $4,810+139.8% | $4,305+168.0% | $4,299+168.4% |
| Participant deferral / active EE | $4,429 | $6,272-29.4% | $5,540-20.1% | $6,507-31.9% |
| Admin fee / account holder | $2,565 | $16,786-84.7% | $14,329-82.1% | $12,624-79.7% |