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 6-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 | $107,888 | $159,602-32.4% | $150,045-28.1% | $142,382-24.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.21% | 70.24%-63.0pp | 62.55%-55.3pp | 217.08%-209.9pp |
| Employer contribution / active EE | $2,613 | $4,961-47.3% | $4,693-44.3% | $4,299-39.2% |
| Participant deferral / active EE | $6,719 | $8,310-19.1% | $7,997-16.0% | $6,507+3.3% |
| Admin fee / account holder | $3,155 | $14,846-78.8% | $13,435-76.5% | $12,624-75.0% |