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 | $62,976 | $94,752-33.5% | $112,887-44.2% | $139,434-54.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.40% | 40.88%-30.5pp | 34.10%-23.7pp | 372.94%-362.5pp |
| Employer contribution / active EE | $5,944 | $4,625+28.5% | $4,563+30.2% | $4,751+25.1% |
| Participant deferral / active EE | $7,348 | $6,512+12.8% | $6,513+12.8% | $6,710+9.5% |
| Admin fee / account holder | $903 | $8,527-89.4% | $7,047-87.2% | $11,403-92.1% |