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 | $65,223 | $175,202-62.8% | $149,673-56.4% | $139,434-53.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.26% | 166.71%-161.5pp | 134.42%-129.2pp | 372.94%-367.7pp |
| Employer contribution / active EE | $4,627 | $5,474-15.5% | $4,818-4.0% | $4,751-2.6% |
| Participant deferral / active EE | $8,015 | $6,519+23.0% | $5,680+41.1% | $6,710+19.5% |
| Admin fee / account holder | $1,248 | $16,150-92.3% | $13,210-90.6% | $11,403-89.1% |