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 9-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 | $52,974 | $117,841-55.0% | $102,423-48.3% | $145,922-63.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.88% | 31.65%-23.8pp | 29.32%-21.4pp | 561.29%-553.4pp |
| Employer contribution / active EE | $2,410 | $3,615-33.3% | $3,023-20.3% | $4,660-48.3% |
| Participant deferral / active EE | $5,763 | $5,731+0.6% | $5,053+14.1% | $6,688-13.8% |
| Admin fee / account holder | $16,868 | $13,326+26.6% | $9,451+78.5% | $13,397+25.9% |