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 | $60,439 | $177,572-66.0% | $154,803-61.0% | $142,382-57.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.84% | 65.07%-60.2pp | 58.88%-54.0pp | 217.08%-212.2pp |
| Employer contribution / active EE | $4,718 | $4,810-1.9% | $4,305+9.6% | $4,299+9.7% |
| Participant deferral / active EE | $3,864 | $6,272-38.4% | $5,540-30.3% | $6,507-40.6% |
| Admin fee / account holder | $122,853 | $16,786+631.9% | $14,329+757.4% | $12,624+873.2% |