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 | $54,450 | $117,983-53.8% | $101,794-46.5% | $142,382-61.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 6.76% | 36.92%-30.2pp | 30.53%-23.8pp | 217.08%-210.3pp |
| Employer contribution / active EE | $11,264 | $2,773+306.2% | $2,289+392.1% | $4,299+162.0% |
| Participant deferral / active EE | $6,548 | $4,714+38.9% | $4,084+60.3% | $6,507+0.6% |
| Admin fee / account holder | $307 | $10,433-97.1% | $8,777-96.5% | $12,624-97.6% |