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 10-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 | $55,594 | $110,261-49.6% | $95,745-41.9% | $139,434-60.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.43% | 27.11%-21.7pp | 28.35%-22.9pp | 372.94%-367.5pp |
| Employer contribution / active EE | $6,690 | $3,257+105.4% | $2,835+136.0% | $4,751+40.8% |
| Participant deferral / active EE | $2,004 | $4,676-57.2% | $4,245-52.8% | $6,710-70.1% |
| Admin fee / account holder | $2,177 | $6,613-67.1% | $5,678-61.7% | $11,403-80.9% |