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 7-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 | $45,988 | $175,202-73.8% | $149,673-69.3% | $139,434-67.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 1.45% | 166.71%-165.3pp | 134.42%-133.0pp | 372.94%-371.5pp |
| Employer contribution / active EE | $2,394 | $5,474-56.3% | $4,818-50.3% | $4,751-49.6% |
| Participant deferral / active EE | $4,682 | $6,519-28.2% | $5,680-17.6% | $6,710-30.2% |
| Admin fee / account holder | $524 | $16,150-96.8% | $13,210-96.0% | $11,403-95.4% |