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 8-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 | $87,849 | $159,602-45.0% | $150,045-41.5% | $142,382-38.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.26% | 70.24%-58.0pp | 62.55%-50.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,805 | $4,961-63.6% | $4,693-61.5% | $4,299-58.0% |
| Participant deferral / active EE | $3,163 | $8,310-61.9% | $7,997-60.4% | $6,507-51.4% |
| Admin fee / account holder | $1,430 | $14,846-90.4% | $13,435-89.4% | $12,624-88.7% |