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 | $52,651 | $102,966-48.9% | $90,281-41.7% | $152,861-65.6% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 5.64% | 95.16%-89.5pp | 78.10%-72.5pp | 345.32%-339.7pp |
| Employer contribution / active EE | $5,029 | $3,139+60.2% | $2,854+76.2% | $4,762+5.6% |
| Participant deferral / active EE | $6,645 | $4,281+55.2% | $3,885+71.0% | $5,850+13.6% |
| Admin fee / account holder | $4,557 | $6,171-26.2% | $5,351-14.9% | $11,596-60.7% |