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 | $89,650 | $102,317-12.4% | $146,958-39.0% | $80,856+10.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 7.17% | 134.76%-127.6pp | 418.34%-411.2pp | 35.59%-28.4pp |
| Employer contribution / active EE | $2,823 | $3,713-24.0% | $4,933-42.8% | $2,755+2.5% |
| Participant deferral / active EE | $5,666 | $6,644-14.7% | $8,070-29.8% | $4,296+31.9% |
| Admin fee / account holder | $6,727 | $7,941-15.3% | $12,998-48.2% | $6,918-2.8% |