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 | $78,480 | $101,724-22.9% | $164,813-52.4% | $80,856-2.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 8.67% | 16.72%-8.0pp | 69.93%-61.3pp | 35.59%-26.9pp |
| Employer contribution / active EE | $1,972 | $2,953-33.2% | $4,341-54.6% | $2,755-28.4% |
| Participant deferral / active EE | $4,008 | $4,477-10.5% | $6,031-33.6% | $4,296-6.7% |
| Admin fee / account holder | $41,637 | $8,227+406.1% | $12,690+228.1% | $6,918+501.9% |