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 | $52,817 | $159,901-67.0% | $146,958-64.1% | $145,922-63.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.78% | 98.13%-93.4pp | 418.34%-413.6pp | 561.29%-556.5pp |
| Employer contribution / active EE | $5,495 | $5,286+4.0% | $4,933+11.4% | $4,660+17.9% |
| Participant deferral / active EE | $10,257 | $8,428+21.7% | $8,070+27.1% | $6,688+53.4% |
| Admin fee / account holder | $416 | $15,044-97.2% | $12,998-96.8% | $13,397-96.9% |