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 | $54,173 | $90,503-40.1% | $78,689-31.2% | $273,961-80.2% |
| Participation rate | 91.3% | 76.5%+14.8pp | 73.6%+17.7pp | 83.0%+8.3pp |
| Annual return | 1.93% | 75.60%-73.7pp | 62.18%-60.2pp | 41.45%-39.5pp |
| Employer contribution / active EE | $10,820 | $3,176+240.7% | $2,851+279.6% | $4,869+122.2% |
| Participant deferral / active EE | $6,712 | $3,901+72.1% | $3,517+90.9% | $5,287+27.0% |
| Admin fee / account holder | $18,645 | $5,263+254.2% | $4,510+313.4% | $10,132+84.0% |