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 | $61,835 | $177,572-65.2% | $154,803-60.1% | $142,382-56.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.41% | 65.07%-54.7pp | 58.88%-48.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $12,283 | $4,810+155.3% | $4,305+185.3% | $4,299+185.7% |
| Participant deferral / active EE | $6,078 | $6,272-3.1% | $5,540+9.7% | $6,507-6.6% |
| Admin fee / account holder | $1,073 | $16,786-93.6% | $14,329-92.5% | $12,624-91.5% |