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 3-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 | $78,098 | $177,572-56.0% | $154,803-49.6% | $142,382-45.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.23% | 65.07%-53.8pp | 58.88%-47.6pp | 217.08%-205.8pp |
| Employer contribution / active EE | $3,612 | $4,810-24.9% | $4,305-16.1% | $4,299-16.0% |
| Participant deferral / active EE | $7,750 | $6,272+23.6% | $5,540+39.9% | $6,507+19.1% |
| Admin fee / account holder | $1,120 | $16,786-93.3% | $14,329-92.2% | $12,624-91.1% |