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 | $52,885 | $127,777-58.6% | $106,548-50.4% | $167,490-68.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 0.77% | 33.87%-33.1pp | 26.80%-26.0pp | 478.56%-477.8pp |
| Employer contribution / active EE | $3,671 | $3,427+7.1% | $2,819+30.2% | $4,837-24.1% |
| Participant deferral / active EE | $10,017 | $5,087+96.9% | $4,398+127.8% | $6,341+58.0% |
| Admin fee / account holder | $12,165 | $11,228+8.3% | $7,407+64.2% | $12,309-1.2% |